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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,940 | $165,361-83.1% | $149,715-81.3% | $158,950-82.4% |
| Participation rate | 95.5% | 84.6%+10.9pp | 82.5%+13.0pp | 82.0%+13.5pp |
| Annual return | 19.61% | 348.24%-328.6pp | 276.66%-257.0pp | 302.91%-283.3pp |
| Employer contribution / active EE | $3,176 | $5,103-37.8% | $4,645-31.6% | $4,762-33.3% |
| Participant deferral / active EE | $4,256 | $7,182-40.7% | $6,842-37.8% | $5,983-28.9% |
| Admin fee / account holder | $104 | $10,808-99.0% | $9,310-98.9% | $11,248-99.1% |