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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,106 | $165,399-72.1% | $149,745-69.2% | $158,982-71.0% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 26.26% | 348.34%-322.1pp | 276.72%-250.5pp | 302.99%-276.7pp |
| Employer contribution / active EE | $2,385 | $5,105-53.3% | $4,646-48.7% | $4,763-49.9% |
| Participant deferral / active EE | $6,574 | $7,183-8.5% | $6,843-3.9% | $5,983+9.9% |
| Admin fee / account holder | $5 | $10,811-100.0% | $9,312-99.9% | $11,252-100.0% |