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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,890 | $165,361-63.8% | $149,715-60.0% | $158,950-62.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.02% | 348.24%-328.2pp | 276.66%-256.6pp | 302.91%-282.9pp |
| Employer contribution / active EE | $3,302 | $5,103-35.3% | $4,645-28.9% | $4,762-30.7% |
| Participant deferral / active EE | $6,940 | $7,182-3.4% | $6,842+1.4% | $5,983+16.0% |
| Admin fee / account holder | $3 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |