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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,480 | $165,399-24.1% | $149,745-16.2% | $158,982-21.1% |
| Participation rate | 73.7% | 84.6%-10.9pp | 82.5%-8.8pp | 82.0%-8.3pp |
| Annual return | 11.33% | 348.34%-337.0pp | 276.72%-265.4pp | 302.99%-291.7pp |
| Employer contribution / active EE | $2,517 | $5,105-50.7% | $4,646-45.8% | $4,763-47.1% |
| Participant deferral / active EE | $5,906 | $7,183-17.8% | $6,843-13.7% | $5,983-1.3% |
| Admin fee / account holder | $283 | $10,811-97.4% | $9,312-97.0% | $11,252-97.5% |