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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,520 | $165,399-85.8% | $149,745-84.3% | $158,982-85.2% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 31.14% | 348.34%-317.2pp | 276.72%-245.6pp | 302.99%-271.9pp |
| Employer contribution / active EE | $3,397 | $5,105-33.4% | $4,646-26.9% | $4,763-28.7% |
| Participant deferral / active EE | $6,678 | $7,183-7.0% | $6,843-2.4% | $5,983+11.6% |
| Admin fee / account holder | $161 | $10,811-98.5% | $9,312-98.3% | $11,252-98.6% |