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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,825 | $181,896-77.0% | $156,551-73.3% | $273,972-84.7% |
| Participation rate | 80.0% | 88.4%-8.4pp | 84.0%-4.0pp | 83.0%-3.0pp |
| Annual return | 57.91% | 30.74%+27.2pp | 32.23%+25.7pp | 41.46%+16.5pp |
| Employer contribution / active EE | $3,469 | $6,248-44.5% | $5,501-36.9% | $4,869-28.7% |
| Participant deferral / active EE | $5,301 | $5,550-4.5% | $4,871+8.8% | $5,287+0.3% |
| Admin fee / account holder | $199 | $15,560-98.7% | $13,028-98.5% | $10,133-98.0% |