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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,268 | $217,427-73.2% | $185,837-68.6% | $167,518-65.2% |
| Participation rate | 88.9% | 86.0%+2.8pp | 81.7%+7.2pp | 82.1%+6.8pp |
| Annual return | 13.10% | 148.39%-135.3pp | 122.08%-109.0pp | 478.71%-465.6pp |
| Employer contribution / active EE | $3,123 | $5,874-46.8% | $5,168-39.6% | $4,838-35.5% |
| Participant deferral / active EE | $3,856 | $6,357-39.3% | $5,568-30.8% | $6,342-39.2% |
| Admin fee / account holder | $19 | $19,816-99.9% | $16,241-99.9% | $12,312-99.8% |