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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,303 | $202,342-79.6% | $172,752-76.1% | $152,897-73.0% |
| Participation rate | 86.4% | 87.1%-0.7pp | 82.6%+3.7pp | 82.5%+3.9pp |
| Annual return | 36.12% | 1029.83%-993.7pp | 802.97%-766.9pp | 345.43%-309.3pp |
| Employer contribution / active EE | $2,024 | $5,858-65.5% | $5,144-60.7% | $4,764-57.5% |
| Participant deferral / active EE | $3,435 | $5,948-42.3% | $5,198-33.9% | $5,851-41.3% |
| Admin fee / account holder | $32 | $17,111-99.8% | $13,955-99.8% | $11,599-99.7% |