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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,100 | $209,425-81.8% | $178,499-78.7% | $158,966-76.0% |
| Participation rate | 90.0% | 86.4%+3.6pp | 81.9%+8.1pp | 82.0%+8.0pp |
| Annual return | 24.67% | 188.80%-164.1pp | 151.10%-126.4pp | 302.95%-278.3pp |
| Employer contribution / active EE | $5,483 | $5,707-3.9% | $5,011+9.4% | $4,762+15.1% |
| Participant deferral / active EE | $3,385 | $5,955-43.2% | $5,202-34.9% | $5,983-43.4% |
| Admin fee / account holder | $33 | $17,078-99.8% | $13,986-99.8% | $11,250-99.7% |