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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,795 | $138,076-28.4% | $123,553-20.0% | $135,380-27.0% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | 11.38% | 153.70%-142.3pp | 119.21%-107.8pp | 519.81%-508.4pp |
| Employer contribution / active EE | $1,521 | $5,152-70.5% | $4,628-67.1% | $4,779-68.2% |
| Participant deferral / active EE | $3,212 | $6,800-52.8% | $6,426-50.0% | $5,609-42.7% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |