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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,724 | $165,381-77.2% | $149,730-74.8% | $158,966-76.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 20.00% | 348.29%-328.3pp | 276.70%-256.7pp | 302.95%-282.9pp |
| Employer contribution / active EE | $4,575 | $5,104-10.4% | $4,645-1.5% | $4,762-3.9% |
| Participant deferral / active EE | $10,983 | $7,182+52.9% | $6,843+60.5% | $5,983+83.6% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |