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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,783 | $165,399-78.4% | $149,745-76.1% | $158,982-77.5% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 12.63% | 348.34%-335.7pp | 276.72%-264.1pp | 302.99%-290.4pp |
| Employer contribution / active EE | $2,893 | $5,105-43.3% | $4,646-37.7% | $4,763-39.3% |
| Participant deferral / active EE | $5,946 | $7,183-17.2% | $6,843-13.1% | $5,983-0.6% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |