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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,388 | $201,344-61.6% | $184,243-58.0% | $145,877-46.9% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 11.28% | 29.01%-17.7pp | 28.82%-17.5pp | 551.28%-540.0pp |
| Employer contribution / active EE | $6,002 | $7,022-14.5% | $6,427-6.6% | $4,663+28.7% |
| Participant deferral / active EE | $7,663 | $9,807-21.9% | $9,132-16.1% | $6,691+14.5% |
| Admin fee / account holder | $55 | $16,382-99.7% | $13,914-99.6% | $13,402-99.6% |