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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,108 | $217,432-72.8% | $185,849-68.2% | $167,536-64.7% |
| Participation rate | 83.3% | 86.1%-2.7pp | 81.7%+1.6pp | 82.1%+1.2pp |
| Annual return | 21.73% | 148.42%-126.7pp | 122.10%-100.4pp | 478.82%-457.1pp |
| Employer contribution / active EE | $4,437 | $5,875-24.5% | $5,169-14.2% | $4,839-8.3% |
| Participant deferral / active EE | $5,807 | $6,357-8.7% | $5,569+4.3% | $6,342-8.4% |
| Admin fee / account holder | $14 | $19,818-99.9% | $16,244-99.9% | $12,315-99.9% |