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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,128 | $201,344-73.6% | $184,243-71.2% | $145,877-63.6% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 22.97% | 29.01%-6.0pp | 28.82%-5.8pp | 551.28%-528.3pp |
| Employer contribution / active EE | $3,549 | $7,022-49.5% | $6,427-44.8% | $4,663-23.9% |
| Participant deferral / active EE | $9,999 | $9,807+2.0% | $9,132+9.5% | $6,691+49.4% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |