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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,076 | $190,879-86.3% | $160,009-83.7% | $134,532-80.6% |
| Participation rate | 81.8% | 82.0%-0.1pp | 78.0%+3.8pp | 81.2%+0.6pp |
| Annual return | 49.33% | 552.63%-503.3pp | 408.85%-359.5pp | 418.27%-368.9pp |
| Employer contribution / active EE | $1,953 | $4,995-60.9% | $4,225-53.8% | $4,741-58.8% |
| Participant deferral / active EE | $7,280 | $6,924+5.1% | $6,183+17.7% | $6,401+13.7% |
| Admin fee / account holder | $155 | $10,495-98.5% | $8,715-98.2% | $11,429-98.6% |