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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,879 | $165,361-40.2% | $149,715-34.0% | $158,950-37.8% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 14.45% | 348.24%-333.8pp | 276.66%-262.2pp | 302.91%-288.5pp |
| Employer contribution / active EE | $2,896 | $5,103-43.3% | $4,645-37.7% | $4,762-39.2% |
| Participant deferral / active EE | $5,670 | $7,182-21.0% | $6,842-17.1% | $5,983-5.2% |
| Admin fee / account holder | $20 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |