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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,716 | $114,119-67.0% | $107,187-64.8% | $138,895-72.8% |
| Participation rate | 71.4% | 78.1%-6.6pp | 75.0%-3.6pp | 79.9%-8.5pp |
| Annual return | 21.07% | 273.21%-252.1pp | 204.55%-183.5pp | 145.39%-124.3pp |
| Employer contribution / active EE | $2,626 | $4,059-35.3% | $3,782-30.6% | $4,194-37.4% |
| Participant deferral / active EE | $4,503 | $5,538-18.7% | $5,096-11.6% | $6,396-29.6% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |