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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,434 | $223,823-65.0% | $211,142-62.9% | $154,746-49.3% |
| Participation rate | 71.4% | 87.9%-16.4pp | 87.3%-15.9pp | 80.7%-9.3pp |
| Annual return | 62.18% | 50.39%+11.8pp | 46.84%+15.3pp | 172.34%-110.2pp |
| Employer contribution / active EE | $4,160 | $6,787-38.7% | $6,442-35.4% | $4,379-5.0% |
| Participant deferral / active EE | $9,736 | $9,750-0.1% | $9,284+4.9% | $6,730+44.7% |
| Admin fee / account holder | $42 | $19,707-99.8% | $19,076-99.8% | $14,365-99.7% |