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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,938 | $126,113-17.6% | $116,096-10.5% | $155,188-33.0% |
| Participation rate | 75.0% | 75.1%-0.1pp | 73.3%+1.7pp | 80.8%-5.8pp |
| Annual return | 16.95% | 391.72%-374.8pp | 326.25%-309.3pp | 148.84%-131.9pp |
| Employer contribution / active EE | $2,040 | $2,672-23.7% | $2,503-18.5% | $4,248-52.0% |
| Participant deferral / active EE | $5,355 | $4,162+28.7% | $3,952+35.5% | $6,531-18.0% |
| Admin fee / account holder | $0 | $8,045-100.0% | $7,704-100.0% | $14,480-100.0% |