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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,931 | $209,425-79.5% | $178,499-75.9% | $158,966-73.0% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 12.69% | 188.80%-176.1pp | 151.10%-138.4pp | 302.95%-290.3pp |
| Employer contribution / active EE | $2,445 | $5,707-57.2% | $5,011-51.2% | $4,762-48.7% |
| Participant deferral / active EE | $8,822 | $5,955+48.1% | $5,202+69.6% | $5,983+47.4% |
| Admin fee / account holder | $18 | $17,078-99.9% | $13,986-99.9% | $11,250-99.8% |