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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,643 | $209,422-79.2% | $178,503-75.6% | $158,982-72.5% |
| Participation rate | 77.8% | 86.4%-8.6pp | 81.9%-4.2pp | 82.0%-4.2pp |
| Annual return | 9.23% | 188.81%-179.6pp | 151.12%-141.9pp | 302.99%-293.8pp |
| Employer contribution / active EE | $9,974 | $5,707+74.8% | $5,011+99.0% | $4,763+109.4% |
| Participant deferral / active EE | $6,612 | $5,955+11.0% | $5,202+27.1% | $5,983+10.5% |
| Admin fee / account holder | $268 | $17,079-98.4% | $13,987-98.1% | $11,252-97.6% |