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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,299 | $209,425-82.7% | $178,499-79.7% | $158,966-77.2% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 20.47% | 188.80%-168.3pp | 151.10%-130.6pp | 302.95%-282.5pp |
| Employer contribution / active EE | $8,033 | $5,707+40.7% | $5,011+60.3% | $4,762+68.7% |
| Participant deferral / active EE | $4,079 | $5,955-31.5% | $5,202-21.6% | $5,983-31.8% |
| Admin fee / account holder | $144 | $17,078-99.2% | $13,986-99.0% | $11,250-98.7% |