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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,087 | $217,432-69.6% | $185,851-64.4% | $167,553-60.6% |
| Participation rate | 75.0% | 86.1%-11.1pp | 81.7%-6.7pp | 82.1%-7.1pp |
| Annual return | 16.26% | 148.43%-132.2pp | 122.11%-105.8pp | 478.89%-462.6pp |
| Employer contribution / active EE | $11,680 | $5,874+98.8% | $5,168+126.0% | $4,840+141.3% |
| Participant deferral / active EE | $12,028 | $6,357+89.2% | $5,569+116.0% | $6,343+89.6% |
| Admin fee / account holder | $146 | $19,820-99.3% | $16,245-99.1% | $12,316-98.8% |