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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,573 | $201,344-69.9% | $184,243-67.1% | $145,877-58.5% |
| Participation rate | 80.0% | 87.5%-7.5pp | 86.8%-6.8pp | 80.3%-0.3pp |
| Annual return | 19.60% | 29.01%-9.4pp | 28.82%-9.2pp | 551.28%-531.7pp |
| Employer contribution / active EE | $4,107 | $7,022-41.5% | $6,427-36.1% | $4,663-11.9% |
| Participant deferral / active EE | $11,969 | $9,807+22.1% | $9,132+31.1% | $6,691+78.9% |
| Admin fee / account holder | $0 | $16,382-100.0% | $13,914-100.0% | $13,402-100.0% |