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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,990 | $209,422-76.6% | $178,503-72.6% | $158,982-69.2% |
| Participation rate | 72.7% | 86.4%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 22.42% | 188.81%-166.4pp | 151.12%-128.7pp | 302.99%-280.6pp |
| Employer contribution / active EE | $5,996 | $5,707+5.1% | $5,011+19.7% | $4,763+25.9% |
| Participant deferral / active EE | $4,299 | $5,955-27.8% | $5,202-17.4% | $5,983-28.2% |
| Admin fee / account holder | $136 | $17,079-99.2% | $13,987-99.0% | $11,252-98.8% |