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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,845 | $198,457-82.9% | $170,435-80.1% | $147,586-77.1% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 19.94% | 257.30%-237.4pp | 205.94%-186.0pp | 578.59%-558.7pp |
| Employer contribution / active EE | $5,138 | $6,183-16.9% | $5,432-5.4% | $4,876+5.4% |
| Participant deferral / active EE | $2,654 | $5,629-52.9% | $4,939-46.3% | $5,439-51.2% |
| Admin fee / account holder | $116 | $16,852-99.3% | $13,881-99.2% | $10,886-98.9% |