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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,228 | $121,656-47.2% | $104,614-38.6% | $158,950-59.6% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 9.37% | 465.51%-456.1pp | 340.56%-331.2pp | 302.91%-293.5pp |
| Employer contribution / active EE | $2,334 | $3,164-26.2% | $2,681-12.9% | $4,762-51.0% |
| Participant deferral / active EE | $2,466 | $4,177-41.0% | $3,739-34.0% | $5,983-58.8% |
| Admin fee / account holder | $273 | $7,775-96.5% | $6,464-95.8% | $11,248-97.6% |