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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,846 | $201,264-68.8% | $184,185-65.9% | $145,978-56.9% |
| Participation rate | 83.3% | 87.5%-4.2pp | 86.8%-3.5pp | 80.3%+3.0pp |
| Annual return | 11.81% | 29.00%-17.2pp | 28.81%-17.0pp | 550.52%-538.7pp |
| Employer contribution / active EE | $8,782 | $7,021+25.1% | $6,426+36.7% | $4,662+88.4% |
| Participant deferral / active EE | $7,766 | $9,806-20.8% | $9,132-15.0% | $6,690+16.1% |
| Admin fee / account holder | $132 | $16,376-99.2% | $13,909-99.1% | $13,400-99.0% |