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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,583 | $165,399-67.6% | $149,745-64.2% | $158,982-66.3% |
| Participation rate | 76.9% | 84.6%-7.7pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 17.19% | 348.34%-331.1pp | 276.72%-259.5pp | 302.99%-285.8pp |
| Employer contribution / active EE | $2,777 | $5,105-45.6% | $4,646-40.2% | $4,763-41.7% |
| Participant deferral / active EE | $4,732 | $7,183-34.1% | $6,843-30.9% | $5,983-20.9% |
| Admin fee / account holder | $241 | $10,811-97.8% | $9,312-97.4% | $11,252-97.9% |