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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,444 | $201,370-70.5% | $184,256-67.7% | $145,897-59.3% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 23.26% | 29.05%-5.8pp | 28.85%-5.6pp | 552.29%-529.0pp |
| Employer contribution / active EE | $3,626 | $7,024-48.4% | $6,427-43.6% | $4,663-22.2% |
| Participant deferral / active EE | $8,906 | $9,808-9.2% | $9,133-2.5% | $6,689+33.1% |
| Admin fee / account holder | $281 | $16,364-98.3% | $13,899-98.0% | $13,390-97.9% |