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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,021 | $165,399-29.9% | $149,745-22.5% | $158,982-27.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 22.89% | 348.34%-325.4pp | 276.72%-253.8pp | 302.99%-280.1pp |
| Employer contribution / active EE | $2,142 | $5,105-58.0% | $4,646-53.9% | $4,763-55.0% |
| Participant deferral / active EE | $10,850 | $7,183+51.1% | $6,843+58.6% | $5,983+81.3% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |