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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,447 | $202,440-87.4% | $169,390-85.0% | $139,466-81.8% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.2%+10.3pp | 80.3%+7.2pp |
| Annual return | 26.77% | 532.36%-505.6pp | 406.07%-379.3pp | 373.66%-346.9pp |
| Employer contribution / active EE | $1,842 | $4,693-60.7% | $4,013-54.1% | $4,754-61.2% |
| Participant deferral / active EE | $9,979 | $6,940+43.8% | $6,222+60.4% | $6,712+48.7% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |