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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,494 | $209,422-81.6% | $178,503-78.4% | $158,982-75.8% |
| Participation rate | 85.7% | 86.4%-0.6pp | 81.9%+3.8pp | 82.0%+3.7pp |
| Annual return | 27.61% | 188.81%-161.2pp | 151.12%-123.5pp | 302.99%-275.4pp |
| Employer contribution / active EE | $1,220 | $5,707-78.6% | $5,011-75.7% | $4,763-74.4% |
| Participant deferral / active EE | $7,414 | $5,955+24.5% | $5,202+42.5% | $5,983+23.9% |
| Admin fee / account holder | $281 | $17,079-98.4% | $13,987-98.0% | $11,252-97.5% |