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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,803 | $202,342-70.9% | $172,753-66.0% | $152,909-61.5% |
| Participation rate | 83.3% | 87.1%-3.7pp | 82.6%+0.7pp | 82.5%+0.9pp |
| Annual return | 22.78% | 1029.88%-1007.1pp | 803.00%-780.2pp | 345.46%-322.7pp |
| Employer contribution / active EE | $1,545 | $5,857-73.6% | $5,144-70.0% | $4,764-67.6% |
| Participant deferral / active EE | $4,653 | $5,948-21.8% | $5,198-10.5% | $5,851-20.5% |
| Admin fee / account holder | $269 | $17,112-98.4% | $13,956-98.1% | $11,601-97.7% |