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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,569 | $202,463-79.0% | $169,397-74.9% | $139,487-69.5% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.2%-2.2pp | 80.3%-5.3pp |
| Annual return | 23.15% | 532.64%-509.5pp | 406.23%-383.1pp | 373.84%-350.7pp |
| Employer contribution / active EE | $1,352 | $4,694-71.2% | $4,013-66.3% | $4,755-71.6% |
| Participant deferral / active EE | $7,944 | $6,941+14.5% | $6,223+27.7% | $6,713+18.3% |
| Admin fee / account holder | $26 | $10,726-99.8% | $9,017-99.7% | $11,407-99.8% |