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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,094 | $209,422-64.6% | $178,503-58.5% | $158,982-53.4% |
| Participation rate | 81.8% | 86.4%-4.5pp | 81.9%-0.1pp | 82.0%-0.1pp |
| Annual return | 15.64% | 188.81%-173.2pp | 151.12%-135.5pp | 302.99%-287.4pp |
| Employer contribution / active EE | $2,206 | $5,707-61.3% | $5,011-56.0% | $4,763-53.7% |
| Participant deferral / active EE | $4,858 | $5,955-18.4% | $5,202-6.6% | $5,983-18.8% |
| Admin fee / account holder | $18 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |