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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,068 | $217,432-84.8% | $185,849-82.2% | $167,536-80.3% |
| Participation rate | 71.4% | 86.1%-14.6pp | 81.7%-10.3pp | 82.1%-10.7pp |
| Annual return | 21.25% | 148.42%-127.2pp | 122.10%-100.9pp | 478.82%-457.6pp |
| Employer contribution / active EE | $4,070 | $5,875-30.7% | $5,169-21.3% | $4,839-15.9% |
| Participant deferral / active EE | $10,891 | $6,357+71.3% | $5,569+95.6% | $6,342+71.7% |
| Admin fee / account holder | $241 | $19,818-98.8% | $16,244-98.5% | $12,315-98.0% |