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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,092 | $198,462-78.8% | $170,439-75.3% | $147,585-71.5% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 19.99% | 257.30%-237.3pp | 205.94%-185.9pp | 578.58%-558.6pp |
| Employer contribution / active EE | $6,271 | $6,184+1.4% | $5,433+15.4% | $4,876+28.6% |
| Participant deferral / active EE | $10,212 | $5,629+81.4% | $4,939+106.7% | $5,439+87.8% |
| Admin fee / account holder | $71 | $16,852-99.6% | $13,881-99.5% | $10,886-99.3% |