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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,210 | $138,078-20.9% | $125,363-12.9% | $134,509-18.8% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | 6.05% | 750.49%-744.4pp | 572.15%-566.1pp | 418.13%-412.1pp |
| Employer contribution / active EE | $3,036 | $5,245-42.1% | $4,815-36.9% | $4,741-36.0% |
| Participant deferral / active EE | $8,995 | $7,800+15.3% | $7,447+20.8% | $6,400+40.5% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |