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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,598 | $210,698-78.4% | $178,014-74.4% | $145,959-68.8% |
| Participation rate | 87.5% | 80.8%+6.7pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 17.28% | 386.27%-369.0pp | 294.80%-277.5pp | 561.95%-544.7pp |
| Employer contribution / active EE | $2,056 | $4,567-55.0% | $3,950-48.0% | $4,661-55.9% |
| Participant deferral / active EE | $13,699 | $6,958+96.9% | $6,276+118.3% | $6,689+104.8% |
| Admin fee / account holder | $10 | $12,016-99.9% | $10,362-99.9% | $13,398-99.9% |