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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,659 | $198,457-81.0% | $170,435-77.9% | $147,586-74.5% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 21.11% | 257.30%-236.2pp | 205.94%-184.8pp | 578.59%-557.5pp |
| Employer contribution / active EE | $4,471 | $6,183-27.7% | $5,432-17.7% | $4,876-8.3% |
| Participant deferral / active EE | $10,195 | $5,629+81.1% | $4,939+106.4% | $5,439+87.5% |
| Admin fee / account holder | $172 | $16,852-99.0% | $13,881-98.8% | $10,886-98.4% |