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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,344 | $165,381-76.2% | $149,730-73.7% | $158,966-75.2% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 14.88% | 348.29%-333.4pp | 276.70%-261.8pp | 302.95%-288.1pp |
| Employer contribution / active EE | $3,243 | $5,104-36.5% | $4,645-30.2% | $4,762-31.9% |
| Participant deferral / active EE | $6,024 | $7,182-16.1% | $6,843-12.0% | $5,983+0.7% |
| Admin fee / account holder | $5 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |