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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,515 | $209,425-79.2% | $178,499-75.6% | $158,966-72.6% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 19.64% | 188.80%-169.2pp | 151.10%-131.5pp | 302.95%-283.3pp |
| Employer contribution / active EE | $1,699 | $5,707-70.2% | $5,011-66.1% | $4,762-64.3% |
| Participant deferral / active EE | $7,248 | $5,955+21.7% | $5,202+39.3% | $5,983+21.1% |
| Admin fee / account holder | $156 | $17,078-99.1% | $13,986-98.9% | $11,250-98.6% |