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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,685 | $202,440-78.9% | $169,390-74.8% | $139,466-69.4% |
| Participation rate | 71.4% | 81.1%-9.7pp | 77.2%-5.7pp | 80.3%-8.9pp |
| Annual return | 12.91% | 532.36%-519.5pp | 406.07%-393.2pp | 373.66%-360.8pp |
| Employer contribution / active EE | $3,518 | $4,693-25.0% | $4,013-12.3% | $4,754-26.0% |
| Participant deferral / active EE | $6,700 | $6,940-3.5% | $6,222+7.7% | $6,712-0.2% |
| Admin fee / account holder | $262 | $10,722-97.6% | $9,015-97.1% | $11,409-97.7% |