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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,294 | $201,344-78.5% | $184,243-76.5% | $145,877-70.3% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 17.45% | 29.01%-11.6pp | 28.82%-11.4pp | 551.28%-533.8pp |
| Employer contribution / active EE | $3,287 | $7,022-53.2% | $6,427-48.9% | $4,663-29.5% |
| Participant deferral / active EE | $11,336 | $9,807+15.6% | $9,132+24.1% | $6,691+69.4% |
| Admin fee / account holder | $272 | $16,382-98.3% | $13,914-98.0% | $13,402-98.0% |