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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,510 | $198,462-74.0% | $170,439-69.8% | $147,585-65.1% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 18.29% | 257.30%-239.0pp | 205.94%-187.7pp | 578.58%-560.3pp |
| Employer contribution / active EE | $11,913 | $6,184+92.7% | $5,433+119.3% | $4,876+144.3% |
| Participant deferral / active EE | $10,067 | $5,629+78.8% | $4,939+103.8% | $5,439+85.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |