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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,828 | $198,457-81.4% | $170,435-78.4% | $147,586-75.0% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 10.87% | 257.30%-246.4pp | 205.94%-195.1pp | 578.59%-567.7pp |
| Employer contribution / active EE | $2,319 | $6,183-62.5% | $5,432-57.3% | $4,876-52.5% |
| Participant deferral / active EE | $6,660 | $5,629+18.3% | $4,939+34.8% | $5,439+22.5% |
| Admin fee / account holder | $293 | $16,852-98.3% | $13,881-97.9% | $10,886-97.3% |