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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,704 | $162,821-61.5% | $133,978-53.2% | $158,982-60.6% |
| Participation rate | 75.0% | 83.2%-8.2pp | 79.8%-4.8pp | 82.0%-7.0pp |
| Annual return | 19.99% | 41.95%-22.0pp | 45.10%-25.1pp | 302.99%-283.0pp |
| Employer contribution / active EE | $1,573 | $4,976-68.4% | $3,919-59.9% | $4,763-67.0% |
| Participant deferral / active EE | $9,065 | $5,910+53.4% | $5,047+79.6% | $5,983+51.5% |
| Admin fee / account holder | $237 | $11,742-98.0% | $8,930-97.3% | $11,252-97.9% |