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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,906 | $209,428-81.4% | $178,498-78.2% | $158,950-75.5% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 18.22% | 188.78%-170.6pp | 151.09%-132.9pp | 302.91%-284.7pp |
| Employer contribution / active EE | $1,925 | $5,707-66.3% | $5,011-61.6% | $4,762-59.6% |
| Participant deferral / active EE | $7,198 | $5,955+20.9% | $5,202+38.4% | $5,983+20.3% |
| Admin fee / account holder | $256 | $17,077-98.5% | $13,985-98.2% | $11,248-97.7% |