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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,320 | $202,342-77.6% | $172,752-73.8% | $152,897-70.4% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | 20.92% | 1029.83%-1008.9pp | 802.97%-782.1pp | 345.43%-324.5pp |
| Employer contribution / active EE | $3,438 | $5,858-41.3% | $5,144-33.2% | $4,764-27.8% |
| Participant deferral / active EE | $7,885 | $5,948+32.6% | $5,198+51.7% | $5,851+34.8% |
| Admin fee / account holder | $291 | $17,111-98.3% | $13,955-97.9% | $11,599-97.5% |