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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,434 | $212,386-63.1% | $199,883-60.8% | $138,895-43.5% |
| Participation rate | 71.4% | 87.4%-15.9pp | 86.8%-15.3pp | 79.9%-8.5pp |
| Annual return | 62.18% | 47.75%+14.4pp | 43.81%+18.4pp | 145.39%-83.2pp |
| Employer contribution / active EE | $4,160 | $6,625-37.2% | $6,261-33.6% | $4,194-0.8% |
| Participant deferral / active EE | $9,736 | $9,617+1.2% | $9,138+6.5% | $6,396+52.2% |
| Admin fee / account holder | $42 | $18,233-99.8% | $17,268-99.8% | $12,562-99.7% |