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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,115 | $121,677-49.0% | $104,625-40.6% | $158,966-60.9% |
| Participation rate | 80.0% | 77.5%+2.5pp | 74.1%+5.9pp | 82.0%-2.0pp |
| Annual return | 11.64% | 465.58%-453.9pp | 340.60%-329.0pp | 302.95%-291.3pp |
| Employer contribution / active EE | $2,939 | $3,165-7.1% | $2,681+9.6% | $4,762-38.3% |
| Participant deferral / active EE | $8,833 | $4,175+111.6% | $3,738+136.3% | $5,983+47.6% |
| Admin fee / account holder | $73 | $7,777-99.1% | $6,465-98.9% | $11,250-99.4% |