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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,013 | $198,457-48.6% | $170,435-40.1% | $147,586-30.9% |
| Participation rate | 80.0% | 88.0%-8.0pp | 83.6%-3.6pp | 82.8%-2.8pp |
| Annual return | 14.24% | 257.30%-243.1pp | 205.94%-191.7pp | 578.59%-564.4pp |
| Employer contribution / active EE | $3,325 | $6,183-46.2% | $5,432-38.8% | $4,876-31.8% |
| Participant deferral / active EE | $8,360 | $5,629+48.5% | $4,939+69.2% | $5,439+53.7% |
| Admin fee / account holder | $25 | $16,852-99.9% | $13,881-99.8% | $10,886-99.8% |