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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,215 | $175,257-85.0% | $149,717-82.5% | $139,456-81.2% |
| Participation rate | 83.3% | 83.4%-0.1pp | 78.8%+4.6pp | 80.3%+3.0pp |
| Annual return | 24.97% | 166.70%-141.7pp | 134.41%-109.4pp | 373.45%-348.5pp |
| Employer contribution / active EE | $2,858 | $5,477-47.8% | $4,820-40.7% | $4,753-39.9% |
| Participant deferral / active EE | $6,115 | $6,521-6.2% | $5,682+7.6% | $6,711-8.9% |
| Admin fee / account holder | $102 | $16,156-99.4% | $13,213-99.2% | $11,407-99.1% |