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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,598 | $209,425-79.2% | $178,499-75.6% | $158,966-72.6% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 20.02% | 188.80%-168.8pp | 151.10%-131.1pp | 302.95%-282.9pp |
| Employer contribution / active EE | $6,811 | $5,707+19.3% | $5,011+35.9% | $4,762+43.0% |
| Participant deferral / active EE | $3,900 | $5,955-34.5% | $5,202-25.0% | $5,983-34.8% |
| Admin fee / account holder | $244 | $17,078-98.6% | $13,986-98.3% | $11,250-97.8% |