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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,244 | $175,259-87.3% | $149,723-85.1% | $139,487-84.1% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 23.46% | 166.82%-143.4pp | 134.50%-111.0pp | 373.84%-350.4pp |
| Employer contribution / active EE | $1,669 | $5,478-69.5% | $4,821-65.4% | $4,755-64.9% |
| Participant deferral / active EE | $4,877 | $6,522-25.2% | $5,682-14.2% | $6,713-27.4% |
| Admin fee / account holder | $276 | $16,158-98.3% | $13,215-97.9% | $11,407-97.6% |