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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,755 | $165,399-65.7% | $149,745-62.1% | $158,982-64.3% |
| Participation rate | 72.7% | 84.6%-11.8pp | 82.5%-9.8pp | 82.0%-9.2pp |
| Annual return | 17.39% | 348.34%-330.9pp | 276.72%-259.3pp | 302.99%-285.6pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,249 | $7,183-26.9% | $6,843-23.3% | $5,983-12.3% |
| Admin fee / account holder | $16 | $10,811-99.9% | $9,312-99.8% | $11,252-99.9% |