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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,648 | $202,345-79.9% | $172,755-76.5% | $152,885-73.4% |
| Participation rate | 71.4% | 87.1%-15.6pp | 82.6%-11.2pp | 82.5%-11.0pp |
| Annual return | 20.22% | 1029.77%-1009.6pp | 802.94%-782.7pp | 345.39%-325.2pp |
| Employer contribution / active EE | $7,418 | $5,858+26.6% | $5,144+44.2% | $4,763+55.7% |
| Participant deferral / active EE | $8,234 | $5,948+38.4% | $5,198+58.4% | $5,851+40.7% |
| Admin fee / account holder | $137 | $17,111-99.2% | $13,955-99.0% | $11,598-98.8% |