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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,688 | $165,361-47.6% | $149,715-42.1% | $158,950-45.5% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.0pp | 82.0%-10.5pp |
| Annual return | 13.44% | 348.24%-334.8pp | 276.66%-263.2pp | 302.91%-289.5pp |
| Employer contribution / active EE | $2,014 | $5,103-60.5% | $4,645-56.6% | $4,762-57.7% |
| Participant deferral / active EE | $4,372 | $7,182-39.1% | $6,842-36.1% | $5,983-26.9% |
| Admin fee / account holder | $255 | $10,808-97.6% | $9,310-97.3% | $11,248-97.7% |