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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,326 | $149,778-57.1% | $118,946-45.9% | $158,966-59.5% |
| Participation rate | 75.0% | 82.1%-7.1pp | 75.4%-0.4pp | 82.0%-7.0pp |
| Annual return | 27.06% | 19.95%+7.1pp | 35.89%-8.8pp | 302.95%-275.9pp |
| Employer contribution / active EE | $5,718 | $4,117+38.9% | $3,263+75.2% | $4,762+20.1% |
| Participant deferral / active EE | $16,532 | $5,225+216.4% | $4,266+287.6% | $5,983+176.3% |
| Admin fee / account holder | $20 | $8,604-99.8% | $6,581-99.7% | $11,250-99.8% |