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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,850 | $201,370-69.8% | $184,256-67.0% | $145,897-58.3% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 12.37% | 29.05%-16.7pp | 28.85%-16.5pp | 552.29%-539.9pp |
| Employer contribution / active EE | $1,570 | $7,024-77.6% | $6,427-75.6% | $4,663-66.3% |
| Participant deferral / active EE | $10,446 | $9,808+6.5% | $9,133+14.4% | $6,689+56.2% |
| Admin fee / account holder | $87 | $16,364-99.5% | $13,899-99.4% | $13,390-99.4% |