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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,750 | $201,344-49.0% | $184,243-44.2% | $145,877-29.6% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 18.07% | 29.01%-10.9pp | 28.82%-10.8pp | 551.28%-533.2pp |
| Employer contribution / active EE | $1,874 | $7,022-73.3% | $6,427-70.8% | $4,663-59.8% |
| Participant deferral / active EE | $6,314 | $9,807-35.6% | $9,132-30.9% | $6,691-5.6% |
| Admin fee / account holder | $40 | $16,382-99.8% | $13,914-99.7% | $13,402-99.7% |