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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,243 | $202,345-64.3% | $172,755-58.2% | $152,885-52.7% |
| Participation rate | 90.0% | 87.1%+2.9pp | 82.6%+7.4pp | 82.5%+7.5pp |
| Annual return | 17.77% | 1029.77%-1012.0pp | 802.94%-785.2pp | 345.39%-327.6pp |
| Employer contribution / active EE | $1,716 | $5,858-70.7% | $5,144-66.6% | $4,763-64.0% |
| Participant deferral / active EE | $4,620 | $5,948-22.3% | $5,198-11.1% | $5,851-21.0% |
| Admin fee / account holder | $243 | $17,111-98.6% | $13,955-98.3% | $11,598-97.9% |