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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,153 | $209,336-70.8% | $197,124-69.0% | $137,256-55.4% |
| Participation rate | 80.0% | 87.3%-7.3pp | 86.7%-6.7pp | 80.0%0pp |
| Annual return | 18.15% | 48.09%-29.9pp | 44.34%-26.2pp | 220.34%-202.2pp |
| Employer contribution / active EE | $4,450 | $6,591-32.5% | $6,227-28.5% | $4,156+7.1% |
| Participant deferral / active EE | $15,777 | $9,614+64.1% | $9,135+72.7% | $6,407+146.2% |
| Admin fee / account holder | $0 | $17,308-100.0% | $16,298-100.0% | $12,270-100.0% |