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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,470 | $165,399-45.3% | $149,745-39.6% | $158,982-43.1% |
| Participation rate | 71.4% | 84.6%-13.1pp | 82.5%-11.1pp | 82.0%-10.5pp |
| Annual return | 20.09% | 348.34%-328.2pp | 276.72%-256.6pp | 302.99%-282.9pp |
| Employer contribution / active EE | $2,678 | $5,105-47.5% | $4,646-42.4% | $4,763-43.8% |
| Participant deferral / active EE | $6,447 | $7,183-10.2% | $6,843-5.8% | $5,983+7.8% |
| Admin fee / account holder | $48 | $10,811-99.6% | $9,312-99.5% | $11,252-99.6% |