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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,062 | $209,888-47.6% | $189,545-41.9% | $167,553-34.3% |
| Participation rate | 75.0% | 88.7%-13.7pp | 87.8%-12.8pp | 82.1%-7.1pp |
| Annual return | 21.32% | 748.66%-727.3pp | 555.36%-534.0pp | 478.89%-457.6pp |
| Employer contribution / active EE | $9,625 | $6,915+39.2% | $6,162+56.2% | $4,840+98.9% |
| Participant deferral / active EE | $11,100 | $8,934+24.2% | $8,220+35.0% | $6,343+75.0% |
| Admin fee / account holder | $92 | $14,300-99.4% | $12,049-99.2% | $12,316-99.3% |