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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,384 | $165,381-54.4% | $149,730-49.7% | $158,966-52.6% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 22.07% | 348.29%-326.2pp | 276.70%-254.6pp | 302.95%-280.9pp |
| Employer contribution / active EE | $4,270 | $5,104-16.3% | $4,645-8.1% | $4,762-10.3% |
| Participant deferral / active EE | $10,400 | $7,182+44.8% | $6,843+52.0% | $5,983+73.8% |
| Admin fee / account holder | $11 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |