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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,388 | $201,370-61.6% | $184,256-58.0% | $145,897-47.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 11.28% | 29.05%-17.8pp | 28.85%-17.6pp | 552.29%-541.0pp |
| Employer contribution / active EE | $6,002 | $7,024-14.5% | $6,427-6.6% | $4,663+28.7% |
| Participant deferral / active EE | $7,663 | $9,808-21.9% | $9,133-16.1% | $6,689+14.5% |
| Admin fee / account holder | $55 | $16,364-99.7% | $13,899-99.6% | $13,390-99.6% |