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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,130 | $150,445-72.7% | $136,297-69.8% | $147,585-72.1% |
| Participation rate | 85.7% | 84.4%+1.3pp | 81.9%+3.8pp | 82.8%+2.9pp |
| Annual return | 18.03% | 1049.14%-1031.1pp | 5156.16%-5138.1pp | 578.57%-560.5pp |
| Employer contribution / active EE | $4,804 | $5,256-8.6% | $4,696+2.3% | $4,876-1.5% |
| Participant deferral / active EE | $10,920 | $6,631+64.7% | $6,247+74.8% | $5,439+100.8% |
| Admin fee / account holder | $274 | $10,906-97.5% | $9,244-97.0% | $10,885-97.5% |