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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,616 | $227,291-76.4% | $214,702-75.0% | $155,188-65.5% |
| Participation rate | 80.0% | 88.0%-8.0pp | 87.5%-7.5pp | 80.8%-0.8pp |
| Annual return | 19.60% | 60.08%-40.5pp | 54.55%-35.0pp | 148.84%-129.2pp |
| Employer contribution / active EE | $2,558 | $6,772-62.2% | $6,461-60.4% | $4,248-39.8% |
| Participant deferral / active EE | $5,787 | $9,582-39.6% | $9,147-36.7% | $6,531-11.4% |
| Admin fee / account holder | $0 | $20,413-100.0% | $19,830-100.0% | $14,480-100.0% |