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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $93,416 | $165,399-43.5% | $149,745-37.6% | $158,982-41.2% |
| Participation rate | 76.9% | 84.6%-7.7pp | 82.5%-5.6pp | 82.0%-5.0pp |
| Annual return | 18.24% | 348.34%-330.1pp | 276.72%-258.5pp | 302.99%-284.8pp |
| Employer contribution / active EE | $1,644 | $5,105-67.8% | $4,646-64.6% | $4,763-65.5% |
| Participant deferral / active EE | $2,927 | $7,183-59.2% | $6,843-57.2% | $5,983-51.1% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |