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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,396 | $165,361-79.8% | $149,715-77.7% | $158,950-79.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 34.00% | 348.24%-314.2pp | 276.66%-242.7pp | 302.91%-268.9pp |
| Employer contribution / active EE | $4,533 | $5,103-11.2% | $4,645-2.4% | $4,762-4.8% |
| Participant deferral / active EE | $6,096 | $7,182-15.1% | $6,842-10.9% | $5,983+1.9% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |