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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,724 | $209,428-81.5% | $178,498-78.3% | $158,950-75.6% |
| Participation rate | 80.0% | 86.4%-6.4pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 31.27% | 188.78%-157.5pp | 151.09%-119.8pp | 302.91%-271.6pp |
| Employer contribution / active EE | $5,109 | $5,707-10.5% | $5,011+2.0% | $4,762+7.3% |
| Participant deferral / active EE | $6,071 | $5,955+1.9% | $5,202+16.7% | $5,983+1.5% |
| Admin fee / account holder | $135 | $17,077-99.2% | $13,985-99.0% | $11,248-98.8% |