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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,820 | $201,372-65.8% | $184,260-62.7% | $145,884-52.8% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 14.30% | 29.04%-14.7pp | 28.84%-14.5pp | 551.85%-537.5pp |
| Employer contribution / active EE | $2,453 | $7,024-65.1% | $6,427-61.8% | $4,662-47.4% |
| Participant deferral / active EE | $4,304 | $9,808-56.1% | $9,133-52.9% | $6,690-35.7% |
| Admin fee / account holder | $286 | $16,362-98.2% | $13,898-97.9% | $13,392-97.9% |