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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,201 | $165,361-73.9% | $149,715-71.1% | $158,950-72.8% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 14.41% | 348.24%-333.8pp | 276.66%-262.3pp | 302.91%-288.5pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,447 | $7,182+17.6% | $6,842+23.5% | $5,983+41.2% |
| Admin fee / account holder | $200 | $10,808-98.1% | $9,310-97.8% | $11,248-98.2% |