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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,238 | $165,361-67.8% | $149,715-64.4% | $158,950-66.5% |
| Participation rate | 81.3% | 84.6%-3.3pp | 82.5%-1.2pp | 82.0%-0.7pp |
| Annual return | 27.45% | 348.24%-320.8pp | 276.66%-249.2pp | 302.91%-275.5pp |
| Employer contribution / active EE | $2,383 | $5,103-53.3% | $4,645-48.7% | $4,762-50.0% |
| Participant deferral / active EE | $5,855 | $7,182-18.5% | $6,842-14.4% | $5,983-2.1% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |