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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,556 | $165,399-44.6% | $149,745-38.9% | $158,982-42.4% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 24.25% | 348.34%-324.1pp | 276.72%-252.5pp | 302.99%-278.7pp |
| Employer contribution / active EE | $1,486 | $5,105-70.9% | $4,646-68.0% | $4,763-68.8% |
| Participant deferral / active EE | $9,865 | $7,183+37.3% | $6,843+44.2% | $5,983+64.9% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |