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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,379 | $209,425-82.2% | $178,499-79.1% | $158,966-76.5% |
| Participation rate | 71.4% | 86.4%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 26.90% | 188.80%-161.9pp | 151.10%-124.2pp | 302.95%-276.1pp |
| Employer contribution / active EE | $1,311 | $5,707-77.0% | $5,011-73.8% | $4,762-72.5% |
| Participant deferral / active EE | $6,328 | $5,955+6.3% | $5,202+21.6% | $5,983+5.8% |
| Admin fee / account holder | $20 | $17,078-99.9% | $13,986-99.9% | $11,250-99.8% |