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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,348 | $121,701-37.3% | $104,639-27.0% | $158,982-52.0% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 11.12% | 465.72%-454.6pp | 340.67%-329.5pp | 302.99%-291.9pp |
| Employer contribution / active EE | $413 | $3,165-86.9% | $2,682-84.6% | $4,763-91.3% |
| Participant deferral / active EE | $783 | $4,176-81.3% | $3,738-79.1% | $5,983-86.9% |
| Admin fee / account holder | $195 | $7,778-97.5% | $6,465-97.0% | $11,252-98.3% |