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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,560 | $160,040-80.9% | $147,096-79.2% | $145,877-79.1% |
| Participation rate | 75.0% | 84.0%-9.0pp | 82.2%-7.2pp | 80.3%-5.3pp |
| Annual return | 21.56% | 98.49%-76.9pp | 419.75%-398.2pp | 551.28%-529.7pp |
| Employer contribution / active EE | $7,283 | $5,289+37.7% | $4,936+47.6% | $4,663+56.2% |
| Participant deferral / active EE | $10,556 | $8,429+25.2% | $8,071+30.8% | $6,691+57.8% |
| Admin fee / account holder | $74 | $15,050-99.5% | $13,005-99.4% | $13,402-99.5% |