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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,384 | $165,399-53.8% | $149,745-49.0% | $158,982-52.0% |
| Participation rate | 78.6% | 84.6%-6.0pp | 82.5%-3.9pp | 82.0%-3.4pp |
| Annual return | 17.46% | 348.34%-330.9pp | 276.72%-259.3pp | 302.99%-285.5pp |
| Employer contribution / active EE | $2,153 | $5,105-57.8% | $4,646-53.6% | $4,763-54.8% |
| Participant deferral / active EE | $7,177 | $7,183-0.1% | $6,843+4.9% | $5,983+19.9% |
| Admin fee / account holder | $213 | $10,811-98.0% | $9,312-97.7% | $11,252-98.1% |