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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,546 | $165,381-39.8% | $149,730-33.5% | $158,966-37.4% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 16.69% | 348.29%-331.6pp | 276.70%-260.0pp | 302.95%-286.3pp |
| Employer contribution / active EE | $1,722 | $5,104-66.3% | $4,645-62.9% | $4,762-63.8% |
| Participant deferral / active EE | $5,722 | $7,182-20.3% | $6,843-16.4% | $5,983-4.4% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |