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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,840 | $209,425-62.4% | $178,499-55.8% | $158,966-50.4% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.8pp |
| Annual return | 20.22% | 188.80%-168.6pp | 151.10%-130.9pp | 302.95%-282.7pp |
| Employer contribution / active EE | $1,378 | $5,707-75.9% | $5,011-72.5% | $4,762-71.1% |
| Participant deferral / active EE | $5,975 | $5,955+0.3% | $5,202+14.8% | $5,983-0.1% |
| Admin fee / account holder | $28 | $17,078-99.8% | $13,986-99.8% | $11,250-99.8% |