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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,836 | $201,372-75.3% | $184,260-73.0% | $145,884-65.8% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 25.31% | 29.04%-3.7pp | 28.84%-3.5pp | 551.85%-526.5pp |
| Employer contribution / active EE | $3,120 | $7,024-55.6% | $6,427-51.5% | $4,662-33.1% |
| Participant deferral / active EE | $7,068 | $9,808-27.9% | $9,133-22.6% | $6,690+5.6% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |