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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,194 | $165,381-52.7% | $149,730-47.8% | $158,966-50.8% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | 11.22% | 348.29%-337.1pp | 276.70%-265.5pp | 302.95%-291.7pp |
| Employer contribution / active EE | $1,109 | $5,104-78.3% | $4,645-76.1% | $4,762-76.7% |
| Participant deferral / active EE | $2,369 | $7,182-67.0% | $6,843-65.4% | $5,983-60.4% |
| Admin fee / account holder | $3 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |