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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,605 | $175,257-74.5% | $149,717-70.2% | $139,456-68.0% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 18.25% | 166.70%-148.5pp | 134.41%-116.2pp | 373.45%-355.2pp |
| Employer contribution / active EE | $7,630 | $5,477+39.3% | $4,820+58.3% | $4,753+60.5% |
| Participant deferral / active EE | $7,204 | $6,521+10.5% | $5,682+26.8% | $6,711+7.3% |
| Admin fee / account holder | $0 | $16,156-100.0% | $13,213-100.0% | $11,407-100.0% |