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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,820 | $201,264-65.8% | $184,185-62.6% | $145,978-52.9% |
| Participation rate | 75.0% | 87.5%-12.5pp | 86.8%-11.8pp | 80.3%-5.3pp |
| Annual return | 14.30% | 29.00%-14.7pp | 28.81%-14.5pp | 550.52%-536.2pp |
| Employer contribution / active EE | $2,453 | $7,021-65.1% | $6,426-61.8% | $4,662-47.4% |
| Participant deferral / active EE | $4,304 | $9,806-56.1% | $9,132-52.9% | $6,690-35.7% |
| Admin fee / account holder | $286 | $16,376-98.3% | $13,909-97.9% | $13,400-97.9% |