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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,959 | $129,737-19.1% | $119,126-11.9% | $154,746-32.2% |
| Participation rate | 70.0% | 78.9%-8.9pp | 75.8%-5.8pp | 80.7%-10.7pp |
| Annual return | 18.50% | 379.08%-360.6pp | 282.11%-263.6pp | 172.34%-153.8pp |
| Employer contribution / active EE | $1,431 | $4,375-67.3% | $4,034-64.5% | $4,379-67.3% |
| Participant deferral / active EE | $2,714 | $5,842-53.5% | $5,318-49.0% | $6,730-59.7% |
| Admin fee / account holder | $5 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |