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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,800 | $209,422-68.1% | $178,503-62.6% | $158,982-58.0% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 20.22% | 188.81%-168.6pp | 151.12%-130.9pp | 302.99%-282.8pp |
| Employer contribution / active EE | $2,637 | $5,707-53.8% | $5,011-47.4% | $4,763-44.6% |
| Participant deferral / active EE | $6,731 | $5,955+13.0% | $5,202+29.4% | $5,983+12.5% |
| Admin fee / account holder | $20 | $17,079-99.9% | $13,987-99.9% | $11,252-99.8% |