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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,131 | $217,432-78.3% | $185,849-74.6% | $167,536-71.9% |
| Participation rate | 91.7% | 86.1%+5.6pp | 81.7%+10.0pp | 82.1%+9.6pp |
| Annual return | 18.85% | 148.42%-129.6pp | 122.10%-103.2pp | 478.82%-460.0pp |
| Employer contribution / active EE | $1,374 | $5,875-76.6% | $5,169-73.4% | $4,839-71.6% |
| Participant deferral / active EE | $4,398 | $6,357-30.8% | $5,569-21.0% | $6,342-30.6% |
| Admin fee / account holder | $272 | $19,818-98.6% | $16,244-98.3% | $12,315-97.8% |