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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,226 | $209,428-76.0% | $178,498-71.9% | $158,950-68.4% |
| Participation rate | 93.3% | 86.4%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 19.24% | 188.78%-169.5pp | 151.09%-131.9pp | 302.91%-283.7pp |
| Employer contribution / active EE | $2,026 | $5,707-64.5% | $5,011-59.6% | $4,762-57.5% |
| Participant deferral / active EE | $4,919 | $5,955-17.4% | $5,202-5.4% | $5,983-17.8% |
| Admin fee / account holder | $0 | $17,077-100.0% | $13,985-100.0% | $11,248-100.0% |