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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,439 | $209,425-72.1% | $178,499-67.3% | $158,966-63.2% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 18.32% | 188.80%-170.5pp | 151.10%-132.8pp | 302.95%-284.6pp |
| Employer contribution / active EE | $1,916 | $5,707-66.4% | $5,011-61.8% | $4,762-59.8% |
| Participant deferral / active EE | $4,759 | $5,955-20.1% | $5,202-8.5% | $5,983-20.5% |
| Admin fee / account holder | $299 | $17,078-98.3% | $13,986-97.9% | $11,250-97.3% |