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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,862 | $165,399-69.9% | $149,745-66.7% | $158,982-68.6% |
| Participation rate | 84.6% | 84.6%0pp | 82.5%+2.1pp | 82.0%+2.6pp |
| Annual return | 20.45% | 348.34%-327.9pp | 276.72%-256.3pp | 302.99%-282.5pp |
| Employer contribution / active EE | $2,240 | $5,105-56.1% | $4,646-51.8% | $4,763-53.0% |
| Participant deferral / active EE | $5,159 | $7,183-28.2% | $6,843-24.6% | $5,983-13.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |