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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,763 | $165,399-71.1% | $149,745-68.1% | $158,982-70.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 33.75% | 348.34%-314.6pp | 276.72%-243.0pp | 302.99%-269.2pp |
| Employer contribution / active EE | $8,644 | $5,105+69.3% | $4,646+86.1% | $4,763+81.5% |
| Participant deferral / active EE | $9,270 | $7,183+29.1% | $6,843+35.5% | $5,983+54.9% |
| Admin fee / account holder | $165 | $10,811-98.5% | $9,312-98.2% | $11,252-98.5% |