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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,398 | $198,462-56.5% | $170,439-49.3% | $147,585-41.5% |
| Participation rate | 76.9% | 88.0%-11.0pp | 83.6%-6.7pp | 82.8%-5.9pp |
| Annual return | 25.59% | 257.30%-231.7pp | 205.94%-180.3pp | 578.58%-553.0pp |
| Employer contribution / active EE | $1,782 | $6,184-71.2% | $5,433-67.2% | $4,876-63.5% |
| Participant deferral / active EE | $4,208 | $5,629-25.2% | $4,939-14.8% | $5,439-22.6% |
| Admin fee / account holder | $82 | $16,852-99.5% | $13,881-99.4% | $10,886-99.2% |