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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,656 | $209,422-76.3% | $178,503-72.2% | $158,982-68.8% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 11.32% | 188.81%-177.5pp | 151.12%-139.8pp | 302.99%-291.7pp |
| Employer contribution / active EE | $1,712 | $5,707-70.0% | $5,011-65.8% | $4,763-64.1% |
| Participant deferral / active EE | $3,198 | $5,955-46.3% | $5,202-38.5% | $5,983-46.6% |
| Admin fee / account holder | $185 | $17,079-98.9% | $13,987-98.7% | $11,252-98.4% |