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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,848 | $183,592-80.5% | $155,574-77.0% | $145,877-75.4% |
| Participation rate | 71.4% | 82.7%-11.3pp | 78.2%-6.8pp | 80.3%-8.9pp |
| Annual return | 12.61% | 61.37%-48.8pp | 64.87%-52.3pp | 551.28%-538.7pp |
| Employer contribution / active EE | $1,722 | $5,317-67.6% | $4,676-63.2% | $4,663-63.1% |
| Participant deferral / active EE | $6,602 | $6,466+2.1% | $5,629+17.3% | $6,691-1.3% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |