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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,916 | $185,312-84.4% | $161,489-82.1% | $154,746-81.3% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | 27.78% | 103.84%-76.1pp | 89.72%-61.9pp | 172.34%-144.6pp |
| Employer contribution / active EE | $3,033 | $4,769-36.4% | $4,268-29.0% | $4,379-30.8% |
| Participant deferral / active EE | $7,750 | $6,350+22.1% | $5,630+37.7% | $6,730+15.2% |
| Admin fee / account holder | $0 | $18,654-100.0% | $16,006-100.0% | $14,365-100.0% |