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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,573 | $201,370-69.9% | $184,256-67.1% | $145,897-58.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 19.60% | 29.05%-9.4pp | 28.85%-9.2pp | 552.29%-532.7pp |
| Employer contribution / active EE | $4,107 | $7,024-41.5% | $6,427-36.1% | $4,663-11.9% |
| Participant deferral / active EE | $11,969 | $9,808+22.0% | $9,133+31.1% | $6,689+78.9% |
| Admin fee / account holder | $0 | $16,364-100.0% | $13,899-100.0% | $13,390-100.0% |