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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,275 | $138,078-64.3% | $125,363-60.7% | $134,509-63.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | 20.62% | 750.49%-729.9pp | 572.15%-551.5pp | 418.13%-397.5pp |
| Employer contribution / active EE | $1,309 | $5,245-75.0% | $4,815-72.8% | $4,741-72.4% |
| Participant deferral / active EE | $11,161 | $7,800+43.1% | $7,447+49.9% | $6,400+74.4% |
| Admin fee / account holder | $36 | $11,566-99.7% | $10,005-99.6% | $11,427-99.7% |