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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,862 | $198,457-77.4% | $170,435-73.7% | $147,586-69.6% |
| Participation rate | 90.5% | 88.0%+2.5pp | 83.6%+6.9pp | 82.8%+7.6pp |
| Annual return | 12.65% | 257.30%-244.7pp | 205.94%-193.3pp | 578.59%-565.9pp |
| Employer contribution / active EE | $2,453 | $6,183-60.3% | $5,432-54.8% | $4,876-49.7% |
| Participant deferral / active EE | $4,491 | $5,629-20.2% | $4,939-9.1% | $5,439-17.4% |
| Admin fee / account holder | $143 | $16,852-99.1% | $13,881-99.0% | $10,886-98.7% |