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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,885 | $198,457-76.9% | $170,435-73.1% | $147,586-68.9% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 10.04% | 257.30%-247.3pp | 205.94%-195.9pp | 578.59%-568.6pp |
| Employer contribution / active EE | $7,079 | $6,183+14.5% | $5,432+30.3% | $4,876+45.2% |
| Participant deferral / active EE | $9,588 | $5,629+70.3% | $4,939+94.1% | $5,439+76.3% |
| Admin fee / account holder | $149 | $16,852-99.1% | $13,881-98.9% | $10,886-98.6% |