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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,782 | $209,425-68.6% | $178,499-63.1% | $158,966-58.6% |
| Participation rate | 81.3% | 86.4%-5.1pp | 81.9%-0.7pp | 82.0%-0.7pp |
| Annual return | 22.86% | 188.80%-165.9pp | 151.10%-128.2pp | 302.95%-280.1pp |
| Employer contribution / active EE | $5,999 | $5,707+5.1% | $5,011+19.7% | $4,762+26.0% |
| Participant deferral / active EE | $5,062 | $5,955-15.0% | $5,202-2.7% | $5,983-15.4% |
| Admin fee / account holder | $244 | $17,078-98.6% | $13,986-98.3% | $11,250-97.8% |