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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,284 | $209,422-72.6% | $178,503-67.9% | $158,982-64.0% |
| Participation rate | 90.9% | 86.4%+4.6pp | 81.9%+9.0pp | 82.0%+8.9pp |
| Annual return | 18.71% | 188.81%-170.1pp | 151.12%-132.4pp | 302.99%-284.3pp |
| Employer contribution / active EE | $3,904 | $5,707-31.6% | $5,011-22.1% | $4,763-18.0% |
| Participant deferral / active EE | $4,375 | $5,955-26.5% | $5,202-15.9% | $5,983-26.9% |
| Admin fee / account holder | $20 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |