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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,020 | $111,535-50.7% | $105,223-47.7% | $137,256-59.9% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 80.0%-5.0pp |
| Annual return | 20.07% | 237.85%-217.8pp | 180.65%-160.6pp | 220.34%-200.3pp |
| Employer contribution / active EE | $2,604 | $3,939-33.9% | $3,689-29.4% | $4,156-37.3% |
| Participant deferral / active EE | $15,937 | $5,500+189.8% | $5,072+214.2% | $6,407+148.8% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |