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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,491 | $198,461-58.9% | $170,436-52.2% | $147,585-44.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 18.85% | 257.30%-238.5pp | 205.94%-187.1pp | 578.57%-559.7pp |
| Employer contribution / active EE | $1,890 | $6,184-69.4% | $5,433-65.2% | $4,876-61.2% |
| Participant deferral / active EE | $5,067 | $5,629-10.0% | $4,939+2.6% | $5,439-6.8% |
| Admin fee / account holder | $282 | $16,852-98.3% | $13,880-98.0% | $10,885-97.4% |