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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,382 | $209,422-52.1% | $178,503-43.8% | $158,982-36.9% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 17.66% | 188.81%-171.1pp | 151.12%-133.5pp | 302.99%-285.3pp |
| Employer contribution / active EE | $10,351 | $5,707+81.4% | $5,011+106.6% | $4,763+117.3% |
| Participant deferral / active EE | $6,998 | $5,955+17.5% | $5,202+34.5% | $5,983+17.0% |
| Admin fee / account holder | $283 | $17,079-98.3% | $13,987-98.0% | $11,252-97.5% |