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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,007 | $209,422-74.2% | $178,503-69.7% | $158,982-66.0% |
| Participation rate | 88.9% | 86.4%+2.5pp | 81.9%+7.0pp | 82.0%+6.9pp |
| Annual return | 10.86% | 188.81%-177.9pp | 151.12%-140.3pp | 302.99%-292.1pp |
| Employer contribution / active EE | $1,424 | $5,707-75.1% | $5,011-71.6% | $4,763-70.1% |
| Participant deferral / active EE | $6,671 | $5,955+12.0% | $5,202+28.2% | $5,983+11.5% |
| Admin fee / account holder | $99 | $17,079-99.4% | $13,987-99.3% | $11,252-99.1% |