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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,430 | $198,457-80.1% | $170,435-76.9% | $147,586-73.3% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 20.30% | 257.30%-237.0pp | 205.94%-185.6pp | 578.59%-558.3pp |
| Employer contribution / active EE | $5,674 | $6,183-8.2% | $5,432+4.5% | $4,876+16.4% |
| Participant deferral / active EE | $2,957 | $5,629-47.5% | $4,939-40.1% | $5,439-45.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |