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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,646 | $209,422-81.1% | $178,503-77.8% | $158,982-75.1% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 18.87% | 188.81%-169.9pp | 151.12%-132.2pp | 302.99%-284.1pp |
| Employer contribution / active EE | $1,929 | $5,707-66.2% | $5,011-61.5% | $4,763-59.5% |
| Participant deferral / active EE | $6,769 | $5,955+13.7% | $5,202+30.1% | $5,983+13.1% |
| Admin fee / account holder | $245 | $17,079-98.6% | $13,987-98.3% | $11,252-97.8% |