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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,621 | $165,381-54.3% | $149,730-49.5% | $158,966-52.4% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 16.87% | 348.29%-331.4pp | 276.70%-259.8pp | 302.95%-286.1pp |
| Employer contribution / active EE | $3,312 | $5,104-35.1% | $4,645-28.7% | $4,762-30.5% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |