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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,356 | $165,399-13.9% | $149,745-4.9% | $158,982-10.5% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 11.52% | 348.34%-336.8pp | 276.72%-265.2pp | 302.99%-291.5pp |
| Employer contribution / active EE | $0 | $5,105-100.0% | $4,646-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,356 | $7,183-25.4% | $6,843-21.7% | $5,983-10.5% |
| Admin fee / account holder | $86 | $10,811-99.2% | $9,312-99.1% | $11,252-99.2% |