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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,796 | $165,399-66.3% | $149,745-62.7% | $158,982-64.9% |
| Participation rate | 86.7% | 84.6%+2.1pp | 82.5%+4.2pp | 82.0%+4.7pp |
| Annual return | 13.05% | 348.34%-335.3pp | 276.72%-263.7pp | 302.99%-289.9pp |
| Employer contribution / active EE | $3,186 | $5,105-37.6% | $4,646-31.4% | $4,763-33.1% |
| Participant deferral / active EE | $3,454 | $7,183-51.9% | $6,843-49.5% | $5,983-42.3% |
| Admin fee / account holder | $128 | $10,811-98.8% | $9,312-98.6% | $11,252-98.9% |