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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,623 | $198,457-62.9% | $170,435-56.8% | $147,586-50.1% |
| Participation rate | 82.4% | 88.0%-5.6pp | 83.6%-1.2pp | 82.8%-0.5pp |
| Annual return | 20.85% | 257.30%-236.5pp | 205.94%-185.1pp | 578.59%-557.7pp |
| Employer contribution / active EE | $2,391 | $6,183-61.3% | $5,432-56.0% | $4,876-51.0% |
| Participant deferral / active EE | $5,030 | $5,629-10.6% | $4,939+1.8% | $5,439-7.5% |
| Admin fee / account holder | $2 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |