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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,294 | $201,370-78.5% | $184,256-76.5% | $145,897-70.3% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 17.45% | 29.05%-11.6pp | 28.85%-11.4pp | 552.29%-534.8pp |
| Employer contribution / active EE | $3,287 | $7,024-53.2% | $6,427-48.9% | $4,663-29.5% |
| Participant deferral / active EE | $11,336 | $9,808+15.6% | $9,133+24.1% | $6,689+69.5% |
| Admin fee / account holder | $272 | $16,364-98.3% | $13,899-98.0% | $13,390-98.0% |