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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,730 | $165,381-78.4% | $149,730-76.1% | $158,966-77.5% |
| Participation rate | 94.7% | 84.6%+10.2pp | 82.5%+12.3pp | 82.0%+12.8pp |
| Annual return | 12.82% | 348.29%-335.5pp | 276.70%-263.9pp | 302.95%-290.1pp |
| Employer contribution / active EE | $3,000 | $5,104-41.2% | $4,645-35.4% | $4,762-37.0% |
| Participant deferral / active EE | $6,199 | $7,182-13.7% | $6,843-9.4% | $5,983+3.6% |
| Admin fee / account holder | $277 | $10,809-97.4% | $9,310-97.0% | $11,250-97.5% |