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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,625 | $185,883-27.0% | $170,043-20.2% | $139,466-2.8% |
| Participation rate | 75.0% | 87.8%-12.8pp | 87.0%-12.0pp | 80.3%-5.3pp |
| Annual return | 17.78% | 60.54%-42.8pp | 53.40%-35.6pp | 373.66%-355.9pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $3,688 | $11,626-68.3% | $10,410-64.6% | $6,712-45.1% |
| Admin fee / account holder | $190 | $15,393-98.8% | $12,824-98.5% | $11,409-98.3% |