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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,107 | $209,422-80.8% | $178,503-77.5% | $158,982-74.8% |
| Participation rate | 86.7% | 86.4%+0.3pp | 81.9%+4.7pp | 82.0%+4.7pp |
| Annual return | 22.31% | 188.81%-166.5pp | 151.12%-128.8pp | 302.99%-280.7pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $6,527 | $5,955+9.6% | $5,202+25.5% | $5,983+9.1% |
| Admin fee / account holder | $23 | $17,079-99.9% | $13,987-99.8% | $11,252-99.8% |