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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,399 | $201,372-83.4% | $184,260-81.9% | $145,884-77.1% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 22.48% | 29.04%-6.6pp | 28.84%-6.4pp | 551.85%-529.4pp |
| Employer contribution / active EE | $1,764 | $7,024-74.9% | $6,427-72.6% | $4,662-62.2% |
| Participant deferral / active EE | $8,814 | $9,808-10.1% | $9,133-3.5% | $6,690+31.8% |
| Admin fee / account holder | $0 | $16,362-100.0% | $13,898-100.0% | $13,392-100.0% |