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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,587 | $209,422-76.3% | $178,503-72.2% | $158,982-68.8% |
| Participation rate | 83.3% | 86.4%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 21.46% | 188.81%-167.3pp | 151.12%-129.7pp | 302.99%-281.5pp |
| Employer contribution / active EE | $1,285 | $5,707-77.5% | $5,011-74.4% | $4,763-73.0% |
| Participant deferral / active EE | $4,704 | $5,955-21.0% | $5,202-9.6% | $5,983-21.4% |
| Admin fee / account holder | $20 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |