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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,734 | $198,457-74.4% | $170,435-70.2% | $147,586-65.6% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 16.19% | 257.30%-241.1pp | 205.94%-189.7pp | 578.59%-562.4pp |
| Employer contribution / active EE | $1,761 | $6,183-71.5% | $5,432-67.6% | $4,876-63.9% |
| Participant deferral / active EE | $2,219 | $5,629-60.6% | $4,939-55.1% | $5,439-59.2% |
| Admin fee / account holder | $266 | $16,852-98.4% | $13,881-98.1% | $10,886-97.6% |