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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,286 | $217,432-76.9% | $185,849-72.9% | $167,536-70.0% |
| Participation rate | 90.0% | 86.1%+3.9pp | 81.7%+8.3pp | 82.1%+7.9pp |
| Annual return | 19.11% | 148.42%-129.3pp | 122.10%-103.0pp | 478.82%-459.7pp |
| Employer contribution / active EE | $2,983 | $5,875-49.2% | $5,169-42.3% | $4,839-38.4% |
| Participant deferral / active EE | $6,874 | $6,357+8.1% | $5,569+23.4% | $6,342+8.4% |
| Admin fee / account holder | $168 | $19,818-99.2% | $16,244-99.0% | $12,315-98.6% |