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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,360 | $165,399-39.3% | $149,745-33.0% | $158,982-36.9% |
| Participation rate | 78.9% | 84.6%-5.6pp | 82.5%-3.5pp | 82.0%-3.0pp |
| Annual return | 11.77% | 348.34%-336.6pp | 276.72%-265.0pp | 302.99%-291.2pp |
| Employer contribution / active EE | $2,284 | $5,105-55.3% | $4,646-50.8% | $4,763-52.0% |
| Participant deferral / active EE | $5,671 | $7,183-21.0% | $6,843-17.1% | $5,983-5.2% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |