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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,750 | $201,370-49.0% | $184,256-44.2% | $145,897-29.6% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 18.07% | 29.05%-11.0pp | 28.85%-10.8pp | 552.29%-534.2pp |
| Employer contribution / active EE | $1,874 | $7,024-73.3% | $6,427-70.8% | $4,663-59.8% |
| Participant deferral / active EE | $6,314 | $9,808-35.6% | $9,133-30.9% | $6,689-5.6% |
| Admin fee / account holder | $40 | $16,364-99.8% | $13,899-99.7% | $13,390-99.7% |