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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,734 | $134,817-17.9% | $123,973-10.7% | $155,188-28.6% |
| Participation rate | 77.8% | 79.4%-1.6pp | 76.7%+1.1pp | 80.8%-3.0pp |
| Annual return | 14.51% | 515.49%-501.0pp | 388.13%-373.6pp | 148.84%-134.3pp |
| Employer contribution / active EE | $1,874 | $4,425-57.6% | $4,126-54.6% | $4,248-55.9% |
| Participant deferral / active EE | $4,699 | $5,706-17.7% | $5,247-10.4% | $6,531-28.1% |
| Admin fee / account holder | $0 | $13,245-100.0% | $11,799-100.0% | $14,480-100.0% |