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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,448 | $181,896-59.1% | $156,551-52.4% | $273,972-72.8% |
| Participation rate | 81.8% | 88.4%-6.6pp | 84.0%-2.2pp | 83.0%-1.2pp |
| Annual return | 810.30% | 30.74%+779.6pp | 32.23%+778.1pp | 41.46%+768.8pp |
| Employer contribution / active EE | $2,301 | $6,248-63.2% | $5,501-58.2% | $4,869-52.7% |
| Participant deferral / active EE | $4,858 | $5,550-12.5% | $4,871-0.3% | $5,287-8.1% |
| Admin fee / account holder | $39 | $15,560-99.7% | $13,028-99.7% | $10,133-99.6% |