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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,389 | $198,457-78.1% | $170,435-74.5% | $147,586-70.6% |
| Participation rate | 88.9% | 88.0%+0.9pp | 83.6%+5.3pp | 82.8%+6.1pp |
| Annual return | 9.16% | 257.30%-248.1pp | 205.94%-196.8pp | 578.59%-569.4pp |
| Employer contribution / active EE | $1,631 | $6,183-73.6% | $5,432-70.0% | $4,876-66.6% |
| Participant deferral / active EE | $4,000 | $5,629-28.9% | $4,939-19.0% | $5,439-26.4% |
| Admin fee / account holder | $47 | $16,852-99.7% | $13,881-99.7% | $10,886-99.6% |