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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,459 | $165,361-41.7% | $149,715-35.6% | $158,950-39.3% |
| Participation rate | 70.0% | 84.6%-14.6pp | 82.5%-12.5pp | 82.0%-12.0pp |
| Annual return | 21.04% | 348.24%-327.2pp | 276.66%-255.6pp | 302.91%-281.9pp |
| Employer contribution / active EE | $2,136 | $5,103-58.1% | $4,645-54.0% | $4,762-55.1% |
| Participant deferral / active EE | $6,010 | $7,182-16.3% | $6,842-12.2% | $5,983+0.5% |
| Admin fee / account holder | $20 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |