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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,868 | $217,432-73.8% | $185,849-69.4% | $167,536-66.1% |
| Participation rate | 94.4% | 86.1%+8.4pp | 81.7%+12.7pp | 82.1%+12.3pp |
| Annual return | 12.61% | 148.42%-135.8pp | 122.10%-109.5pp | 478.82%-466.2pp |
| Employer contribution / active EE | $2,224 | $5,875-62.1% | $5,169-57.0% | $4,839-54.0% |
| Participant deferral / active EE | $5,009 | $6,357-21.2% | $5,569-10.1% | $6,342-21.0% |
| Admin fee / account holder | $2 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |