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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,738 | $111,535-42.9% | $105,223-39.4% | $137,256-53.6% |
| Participation rate | 71.4% | 78.1%-6.7pp | 75.0%-3.6pp | 80.0%-8.5pp |
| Annual return | 19.84% | 237.85%-218.0pp | 180.65%-160.8pp | 220.34%-200.5pp |
| Employer contribution / active EE | $2,014 | $3,939-48.9% | $3,689-45.4% | $4,156-51.5% |
| Participant deferral / active EE | $4,934 | $5,500-10.3% | $5,072-2.7% | $6,407-23.0% |
| Admin fee / account holder | $20 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |