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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,049 | $198,457-77.8% | $170,435-74.2% | $147,586-70.2% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 18.85% | 257.30%-238.5pp | 205.94%-187.1pp | 578.59%-559.7pp |
| Employer contribution / active EE | $2,512 | $6,183-59.4% | $5,432-53.8% | $4,876-48.5% |
| Participant deferral / active EE | $6,927 | $5,629+23.1% | $4,939+40.2% | $5,439+27.4% |
| Admin fee / account holder | $82 | $16,852-99.5% | $13,881-99.4% | $10,886-99.3% |