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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,315 | $209,428-77.9% | $178,498-74.1% | $158,950-70.9% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 19.74% | 188.78%-169.0pp | 151.09%-131.4pp | 302.91%-283.2pp |
| Employer contribution / active EE | $21,920 | $5,707+284.1% | $5,011+337.4% | $4,762+360.3% |
| Participant deferral / active EE | $10,157 | $5,955+70.6% | $5,202+95.3% | $5,983+69.8% |
| Admin fee / account holder | $35 | $17,077-99.8% | $13,985-99.7% | $11,248-99.7% |