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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,692 | $107,363-40.7% | $92,909-31.4% | $152,897-58.3% |
| Participation rate | 77.8% | 79.8%-2.0pp | 76.0%+1.8pp | 82.5%-4.7pp |
| Annual return | 29.02% | 145.63%-116.6pp | 109.44%-80.4pp | 345.43%-316.4pp |
| Employer contribution / active EE | $866 | $4,222-79.5% | $3,653-76.3% | $4,764-81.8% |
| Participant deferral / active EE | $2,350 | $4,848-51.5% | $4,238-44.5% | $5,851-59.8% |
| Admin fee / account holder | $60 | $7,082-99.2% | $5,795-99.0% | $11,599-99.5% |