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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,975 | $165,381-26.2% | $149,730-18.5% | $158,966-23.3% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 28.35% | 348.29%-319.9pp | 276.70%-248.3pp | 302.95%-274.6pp |
| Employer contribution / active EE | $4,313 | $5,104-15.5% | $4,645-7.2% | $4,762-9.4% |
| Participant deferral / active EE | $5,375 | $7,182-25.2% | $6,843-21.4% | $5,983-10.2% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |