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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,403 | $180,749-28.4% | $160,784-19.5% | $137,256-5.7% |
| Participation rate | 77.8% | 80.0%-2.2pp | 77.0%+0.8pp | 80.0%-2.2pp |
| Annual return | 13.29% | 2234.46%-2221.2pp | 1803.92%-1790.6pp | 220.34%-207.1pp |
| Employer contribution / active EE | $1,907 | $4,155-54.1% | $3,733-48.9% | $4,156-54.1% |
| Participant deferral / active EE | $5,042 | $6,844-26.3% | $6,293-19.9% | $6,407-21.3% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |