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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,451 | $79,557-64.2% | $118,746-76.0% | $70,126-59.4% |
| Participation rate | 79.4% | 71.4%+8.1pp | 78.3%+1.1pp | 69.5%+9.9pp |
| Annual return | 2436.86% | 25.64%+2411.2pp | 24.54%+2412.3pp | 73.15%+2363.7pp |
| Employer contribution / active EE | $2,891 | $2,861+1.0% | $4,193-31.1% | $2,343+23.4% |
| Participant deferral / active EE | $4,528 | $4,089+10.7% | $5,332-15.1% | $3,332+35.9% |
| Admin fee / account holder | $198 | $5,374-96.3% | $10,720-98.2% | $4,645-95.7% |