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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,141 | $201,370-67.7% | $184,256-64.6% | $145,897-55.4% |
| Participation rate | 71.4% | 87.5%-16.1pp | 86.8%-15.4pp | 80.3%-8.9pp |
| Annual return | 19.53% | 29.05%-9.5pp | 28.85%-9.3pp | 552.29%-532.8pp |
| Employer contribution / active EE | $5,108 | $7,024-27.3% | $6,427-20.5% | $4,663+9.5% |
| Participant deferral / active EE | $11,121 | $9,808+13.4% | $9,133+21.8% | $6,689+66.2% |
| Admin fee / account holder | $50 | $16,364-99.7% | $13,899-99.6% | $13,390-99.6% |