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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,626 | $202,342-69.0% | $172,752-63.7% | $152,897-59.0% |
| Participation rate | 85.7% | 87.1%-1.3pp | 82.6%+3.1pp | 82.5%+3.3pp |
| Annual return | 21.67% | 1029.83%-1008.2pp | 802.97%-781.3pp | 345.43%-323.8pp |
| Employer contribution / active EE | $1,367 | $5,858-76.7% | $5,144-73.4% | $4,764-71.3% |
| Participant deferral / active EE | $6,497 | $5,948+9.2% | $5,198+25.0% | $5,851+11.0% |
| Admin fee / account holder | $153 | $17,111-99.1% | $13,955-98.9% | $11,599-98.7% |