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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,414 | $165,381-73.1% | $149,730-70.3% | $158,966-72.1% |
| Participation rate | 87.0% | 84.6%+2.4pp | 82.5%+4.5pp | 82.0%+5.0pp |
| Annual return | 52.68% | 348.29%-295.6pp | 276.70%-224.0pp | 302.95%-250.3pp |
| Employer contribution / active EE | $1,454 | $5,104-71.5% | $4,645-68.7% | $4,762-69.5% |
| Participant deferral / active EE | $3,517 | $7,182-51.0% | $6,843-48.6% | $5,983-41.2% |
| Admin fee / account holder | $194 | $10,809-98.2% | $9,310-97.9% | $11,250-98.3% |