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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,683 | $198,457-72.4% | $170,435-67.9% | $147,586-62.9% |
| Participation rate | 71.4% | 88.0%-16.5pp | 83.6%-12.2pp | 82.8%-11.4pp |
| Annual return | 18.22% | 257.30%-239.1pp | 205.94%-187.7pp | 578.59%-560.4pp |
| Employer contribution / active EE | $6,491 | $6,183+5.0% | $5,432+19.5% | $4,876+33.1% |
| Participant deferral / active EE | $6,199 | $5,629+10.1% | $4,939+25.5% | $5,439+14.0% |
| Admin fee / account holder | $23 | $16,852-99.9% | $13,881-99.8% | $10,886-99.8% |