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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,790 | $209,422-65.2% | $178,503-59.2% | $158,982-54.2% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 21.76% | 188.81%-167.0pp | 151.12%-129.4pp | 302.99%-281.2pp |
| Employer contribution / active EE | $5,051 | $5,707-11.5% | $5,011+0.8% | $4,763+6.1% |
| Participant deferral / active EE | $2,274 | $5,955-61.8% | $5,202-56.3% | $5,983-62.0% |
| Admin fee / account holder | $8 | $17,079-100.0% | $13,987-99.9% | $11,252-99.9% |