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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,343 | $98,240+146.7% | $82,312+194.4% | $147,586+64.2% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 20.55% | 30.85%-10.3pp | 25.88%-5.3pp | 578.59%-558.0pp |
| Employer contribution / active EE | $750 | $3,192-76.5% | $2,428-69.1% | $4,876-84.6% |
| Participant deferral / active EE | $4,679 | $4,383+6.7% | $3,706+26.2% | $5,439-14.0% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,886-100.0% |