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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,756 | $165,381-46.3% | $149,730-40.7% | $158,966-44.2% |
| Participation rate | 94.1% | 84.6%+9.5pp | 82.5%+11.6pp | 82.0%+12.2pp |
| Annual return | 17.19% | 348.29%-331.1pp | 276.70%-259.5pp | 302.95%-285.8pp |
| Employer contribution / active EE | $2,475 | $5,104-51.5% | $4,645-46.7% | $4,762-48.0% |
| Participant deferral / active EE | $5,421 | $7,182-24.5% | $6,843-20.8% | $5,983-9.4% |
| Admin fee / account holder | $7 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |