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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,015 | $165,361-23.2% | $149,715-15.2% | $158,950-20.1% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 18.86% | 348.24%-329.4pp | 276.66%-257.8pp | 302.91%-284.1pp |
| Employer contribution / active EE | $1,852 | $5,103-63.7% | $4,645-60.1% | $4,762-61.1% |
| Participant deferral / active EE | $3,381 | $7,182-52.9% | $6,842-50.6% | $5,983-43.5% |
| Admin fee / account holder | $208 | $10,808-98.1% | $9,310-97.8% | $11,248-98.2% |