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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $92,382 | $198,461-53.5% | $170,436-45.8% | $147,585-37.4% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 13.65% | 257.30%-243.7pp | 205.94%-192.3pp | 578.57%-564.9pp |
| Employer contribution / active EE | $1,448 | $6,184-76.6% | $5,433-73.3% | $4,876-70.3% |
| Participant deferral / active EE | $4,279 | $5,629-24.0% | $4,939-13.4% | $5,439-21.3% |
| Admin fee / account holder | $10 | $16,852-99.9% | $13,880-99.9% | $10,885-99.9% |