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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,261 | $209,336-66.0% | $197,124-63.8% | $137,256-48.1% |
| Participation rate | 75.0% | 87.3%-12.3pp | 86.7%-11.7pp | 80.0%-5.0pp |
| Annual return | 22.39% | 48.09%-25.7pp | 44.34%-22.0pp | 220.34%-198.0pp |
| Employer contribution / active EE | $3,458 | $6,591-47.5% | $6,227-44.5% | $4,156-16.8% |
| Participant deferral / active EE | $12,536 | $9,614+30.4% | $9,135+37.2% | $6,407+95.7% |
| Admin fee / account holder | $20 | $17,308-99.9% | $16,298-99.9% | $12,270-99.8% |