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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,008 | $165,381-55.9% | $149,730-51.2% | $158,966-54.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 25.97% | 348.29%-322.3pp | 276.70%-250.7pp | 302.95%-277.0pp |
| Employer contribution / active EE | $1,800 | $5,104-64.7% | $4,645-61.3% | $4,762-62.2% |
| Participant deferral / active EE | $9,975 | $7,182+38.9% | $6,843+45.8% | $5,983+66.7% |
| Admin fee / account holder | $15 | $10,809-99.9% | $9,310-99.8% | $11,250-99.9% |