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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,210 | $175,259-63.9% | $149,723-57.8% | $139,487-54.7% |
| Participation rate | 70.0% | 83.4%-13.4pp | 78.8%-8.8pp | 80.3%-10.3pp |
| Annual return | 11.37% | 166.82%-155.4pp | 134.50%-123.1pp | 373.84%-362.5pp |
| Employer contribution / active EE | $10,000 | $5,478+82.5% | $4,821+107.4% | $4,755+110.3% |
| Participant deferral / active EE | $6,610 | $6,522+1.4% | $5,682+16.3% | $6,713-1.5% |
| Admin fee / account holder | $16 | $16,158-99.9% | $13,215-99.9% | $11,407-99.9% |