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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,555 | $228,352-72.6% | $185,827-66.3% | $158,950-60.6% |
| Participation rate | 71.4% | 82.3%-10.9pp | 78.0%-6.6pp | 82.0%-10.5pp |
| Annual return | 16.30% | 40.81%-24.5pp | 35.96%-19.7pp | 302.91%-286.6pp |
| Employer contribution / active EE | $1,909 | $4,967-61.6% | $4,087-53.3% | $4,762-59.9% |
| Participant deferral / active EE | $7,952 | $6,416+23.9% | $5,633+41.2% | $5,983+32.9% |
| Admin fee / account holder | $20 | $11,867-99.8% | $9,502-99.8% | $11,248-99.8% |