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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,746 | $165,381-34.2% | $149,730-27.4% | $158,966-31.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 42.25% | 348.29%-306.0pp | 276.70%-234.5pp | 302.95%-260.7pp |
| Employer contribution / active EE | $11,961 | $5,104+134.3% | $4,645+157.5% | $4,762+151.1% |
| Participant deferral / active EE | $6,250 | $7,182-13.0% | $6,843-8.7% | $5,983+4.5% |
| Admin fee / account holder | $83 | $10,809-99.2% | $9,310-99.1% | $11,250-99.3% |