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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,742 | $160,040-63.9% | $147,096-60.7% | $145,877-60.4% |
| Participation rate | 83.3% | 84.0%-0.7pp | 82.2%+1.2pp | 80.3%+3.0pp |
| Annual return | 13.33% | 98.49%-85.2pp | 419.75%-406.4pp | 551.28%-537.9pp |
| Employer contribution / active EE | $3,011 | $5,289-43.1% | $4,936-39.0% | $4,663-35.4% |
| Participant deferral / active EE | $6,003 | $8,429-28.8% | $8,071-25.6% | $6,691-10.3% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |