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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,693 | $198,462-79.0% | $170,439-75.5% | $147,585-71.7% |
| Participation rate | 90.0% | 88.0%+2.0pp | 83.6%+6.4pp | 82.8%+7.2pp |
| Annual return | 19.64% | 257.30%-237.7pp | 205.94%-186.3pp | 578.58%-558.9pp |
| Employer contribution / active EE | $1,909 | $6,184-69.1% | $5,433-64.9% | $4,876-60.9% |
| Participant deferral / active EE | $4,924 | $5,629-12.5% | $4,939-0.3% | $5,439-9.5% |
| Admin fee / account holder | $227 | $16,852-98.7% | $13,881-98.4% | $10,886-97.9% |