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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,758 | $209,425-45.7% | $178,499-36.3% | $158,966-28.4% |
| Participation rate | 76.9% | 86.4%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 42.79% | 188.80%-146.0pp | 151.10%-108.3pp | 302.95%-260.2pp |
| Employer contribution / active EE | $7,232 | $5,707+26.7% | $5,011+44.3% | $4,762+51.9% |
| Participant deferral / active EE | $4,404 | $5,955-26.1% | $5,202-15.4% | $5,983-26.4% |
| Admin fee / account holder | $258 | $17,078-98.5% | $13,986-98.2% | $11,250-97.7% |