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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,098 | $209,425-81.3% | $178,499-78.1% | $158,966-75.4% |
| Participation rate | 87.5% | 86.4%+1.1pp | 81.9%+5.6pp | 82.0%+5.5pp |
| Annual return | 14.40% | 188.80%-174.4pp | 151.10%-136.7pp | 302.95%-288.6pp |
| Employer contribution / active EE | $2,602 | $5,707-54.4% | $5,011-48.1% | $4,762-45.4% |
| Participant deferral / active EE | $4,658 | $5,955-21.8% | $5,202-10.5% | $5,983-22.1% |
| Admin fee / account holder | $176 | $17,078-99.0% | $13,986-98.7% | $11,250-98.4% |