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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,734 | $171,492-35.4% | $150,734-26.5% | $198,609-44.2% |
| Participation rate | 77.8% | 81.4%-3.6pp | 78.4%-0.7pp | 82.4%-4.6pp |
| Annual return | 14.51% | 804.70%-790.2pp | 600.81%-586.3pp | 202.70%-188.2pp |
| Employer contribution / active EE | $1,874 | $5,470-65.7% | $4,918-61.9% | $5,055-62.9% |
| Participant deferral / active EE | $4,699 | $6,259-24.9% | $5,610-16.2% | $6,977-32.6% |
| Admin fee / account holder | $0 | $17,628-100.0% | $14,905-100.0% | $19,030-100.0% |