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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,170 | $201,344-79.6% | $184,243-77.7% | $145,877-71.8% |
| Participation rate | 90.0% | 87.5%+2.5pp | 86.8%+3.2pp | 80.3%+9.7pp |
| Annual return | 14.98% | 29.01%-14.0pp | 28.82%-13.8pp | 551.28%-536.3pp |
| Employer contribution / active EE | $2,714 | $7,022-61.4% | $6,427-57.8% | $4,663-41.8% |
| Participant deferral / active EE | $6,252 | $9,807-36.2% | $9,132-31.5% | $6,691-6.6% |
| Admin fee / account holder | $247 | $16,382-98.5% | $13,914-98.2% | $13,402-98.2% |