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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,058 | $198,457-72.8% | $170,435-68.3% | $147,586-63.4% |
| Participation rate | 86.7% | 88.0%-1.3pp | 83.6%+3.1pp | 82.8%+3.8pp |
| Annual return | 28.14% | 257.30%-229.2pp | 205.94%-177.8pp | 578.59%-550.5pp |
| Employer contribution / active EE | $3,464 | $6,183-44.0% | $5,432-36.2% | $4,876-29.0% |
| Participant deferral / active EE | $23,163 | $5,629+311.5% | $4,939+368.9% | $5,439+325.9% |
| Admin fee / account holder | $184 | $16,852-98.9% | $13,881-98.7% | $10,886-98.3% |