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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,562 | $201,370-73.9% | $184,256-71.5% | $145,897-64.0% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 12.85% | 29.05%-16.2pp | 28.85%-16.0pp | 552.29%-539.4pp |
| Employer contribution / active EE | $0 | $7,024-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,550 | $9,808+7.6% | $9,133+15.5% | $6,689+57.7% |
| Admin fee / account holder | $225 | $16,364-98.6% | $13,899-98.4% | $13,390-98.3% |