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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,203 | $198,457-37.9% | $170,435-27.7% | $147,586-16.5% |
| Participation rate | 83.3% | 88.0%-4.6pp | 83.6%-0.3pp | 82.8%+0.5pp |
| Annual return | 17.80% | 257.30%-239.5pp | 205.94%-188.1pp | 578.59%-560.8pp |
| Employer contribution / active EE | $1,686 | $6,183-72.7% | $5,432-69.0% | $4,876-65.4% |
| Participant deferral / active EE | $3,507 | $5,629-37.7% | $4,939-29.0% | $5,439-35.5% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |