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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,304 | $183,627-77.0% | $155,602-72.8% | $145,978-71.0% |
| Participation rate | 70.0% | 82.7%-12.7pp | 78.2%-8.2pp | 80.3%-10.3pp |
| Annual return | 14.00% | 61.32%-47.3pp | 64.81%-50.8pp | 550.52%-536.5pp |
| Employer contribution / active EE | $3,202 | $5,316-39.8% | $4,675-31.5% | $4,662-31.3% |
| Participant deferral / active EE | $6,874 | $6,466+6.3% | $5,629+22.1% | $6,690+2.8% |
| Admin fee / account holder | $281 | $19,327-98.5% | $15,923-98.2% | $13,400-97.9% |