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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,105 | $202,463-89.6% | $169,397-87.5% | $139,487-84.9% |
| Participation rate | 90.0% | 81.1%+8.9pp | 77.2%+12.8pp | 80.3%+9.7pp |
| Annual return | 52.18% | 532.64%-480.5pp | 406.23%-354.0pp | 373.84%-321.7pp |
| Employer contribution / active EE | $1,377 | $4,694-70.7% | $4,013-65.7% | $4,755-71.0% |
| Participant deferral / active EE | $1,806 | $6,941-74.0% | $6,223-71.0% | $6,713-73.1% |
| Admin fee / account holder | $223 | $10,726-97.9% | $9,017-97.5% | $11,407-98.0% |