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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,724 | $121,677-51.7% | $104,625-43.9% | $158,966-63.1% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 14.85% | 465.58%-450.7pp | 340.60%-325.8pp | 302.95%-288.1pp |
| Employer contribution / active EE | $1,320 | $3,165-58.3% | $2,681-50.8% | $4,762-72.3% |
| Participant deferral / active EE | $1,948 | $4,175-53.3% | $3,738-47.9% | $5,983-67.4% |
| Admin fee / account holder | $214 | $7,777-97.2% | $6,465-96.7% | $11,250-98.1% |