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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,670 | $228,352-73.9% | $185,835-67.9% | $158,966-62.5% |
| Participation rate | 75.0% | 82.3%-7.3pp | 78.0%-3.0pp | 82.0%-7.0pp |
| Annual return | 16.93% | 40.81%-23.9pp | 35.96%-19.0pp | 302.95%-286.0pp |
| Employer contribution / active EE | $921 | $4,967-81.5% | $4,087-77.5% | $4,762-80.7% |
| Participant deferral / active EE | $4,031 | $6,416-37.2% | $5,633-28.4% | $5,983-32.6% |
| Admin fee / account holder | $20 | $11,867-99.8% | $9,502-99.8% | $11,250-99.8% |