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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,858 | $165,381-69.9% | $149,730-66.7% | $158,966-68.6% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 16.85% | 348.29%-331.4pp | 276.70%-259.9pp | 302.95%-286.1pp |
| Employer contribution / active EE | $2,500 | $5,104-51.0% | $4,645-46.2% | $4,762-47.5% |
| Participant deferral / active EE | $5,747 | $7,182-20.0% | $6,843-16.0% | $5,983-3.9% |
| Admin fee / account holder | $153 | $10,809-98.6% | $9,310-98.4% | $11,250-98.6% |