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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,491 | $209,422-54.4% | $178,503-46.5% | $158,982-39.9% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 28.50% | 188.81%-160.3pp | 151.12%-122.6pp | 302.99%-274.5pp |
| Employer contribution / active EE | $1,457 | $5,707-74.5% | $5,011-70.9% | $4,763-69.4% |
| Participant deferral / active EE | $6,515 | $5,955+9.4% | $5,202+25.2% | $5,983+8.9% |
| Admin fee / account holder | $0 | $17,079-100.0% | $13,987-100.0% | $11,252-100.0% |