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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,679 | $196,972-73.3% | $182,262-71.1% | $198,609-73.5% |
| Participation rate | 87.5% | 85.7%+1.8pp | 84.2%+3.3pp | 82.4%+5.1pp |
| Annual return | 14.85% | 158.27%-143.4pp | 140.60%-125.7pp | 202.70%-187.8pp |
| Employer contribution / active EE | $1,635 | $5,364-69.5% | $5,046-67.6% | $5,055-67.7% |
| Participant deferral / active EE | $4,076 | $8,643-52.8% | $8,276-50.8% | $6,977-41.6% |
| Admin fee / account holder | $6 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |