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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,246 | $165,381-47.8% | $149,730-42.4% | $158,966-45.7% |
| Participation rate | 75.0% | 84.6%-9.6pp | 82.5%-7.5pp | 82.0%-7.0pp |
| Annual return | 20.46% | 348.29%-327.8pp | 276.70%-256.2pp | 302.95%-282.5pp |
| Employer contribution / active EE | $3,095 | $5,104-39.4% | $4,645-33.4% | $4,762-35.0% |
| Participant deferral / active EE | $7,114 | $7,182-0.9% | $6,843+4.0% | $5,983+18.9% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |