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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,688 | $201,370-57.9% | $184,256-54.0% | $145,897-42.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 18.21% | 29.05%-10.8pp | 28.85%-10.6pp | 552.29%-534.1pp |
| Employer contribution / active EE | $2,296 | $7,024-67.3% | $6,427-64.3% | $4,663-50.8% |
| Participant deferral / active EE | $15,639 | $9,808+59.4% | $9,133+71.2% | $6,689+133.8% |
| Admin fee / account holder | $214 | $16,364-98.7% | $13,899-98.5% | $13,390-98.4% |