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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,511 | $165,381-66.4% | $149,730-62.9% | $158,966-65.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 25.24% | 348.29%-323.1pp | 276.70%-251.5pp | 302.95%-277.7pp |
| Employer contribution / active EE | $1,234 | $5,104-75.8% | $4,645-73.4% | $4,762-74.1% |
| Participant deferral / active EE | $9,750 | $7,182+35.8% | $6,843+42.5% | $5,983+63.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |