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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,693 | $202,440-92.2% | $169,390-90.7% | $139,466-88.7% |
| Participation rate | 76.9% | 81.1%-4.2pp | 77.2%-0.3pp | 80.3%-3.4pp |
| Annual return | 51.18% | 532.36%-481.2pp | 406.07%-354.9pp | 373.66%-322.5pp |
| Employer contribution / active EE | $2,816 | $4,693-40.0% | $4,013-29.8% | $4,754-40.8% |
| Participant deferral / active EE | $7,404 | $6,940+6.7% | $6,222+19.0% | $6,712+10.3% |
| Admin fee / account holder | $36 | $10,722-99.7% | $9,015-99.6% | $11,409-99.7% |