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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,787 | $165,381-43.3% | $149,730-37.4% | $158,966-41.0% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 16.35% | 348.29%-331.9pp | 276.70%-260.3pp | 302.95%-286.6pp |
| Employer contribution / active EE | $2,216 | $5,104-56.6% | $4,645-52.3% | $4,762-53.5% |
| Participant deferral / active EE | $8,125 | $7,182+13.1% | $6,843+18.7% | $5,983+35.8% |
| Admin fee / account holder | $6 | $10,809-99.9% | $9,310-99.9% | $11,250-100.0% |