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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,204 | $121,677-5.3% | $104,625+10.1% | $158,966-27.5% |
| Participation rate | 75.0% | 77.5%-2.5pp | 74.1%+0.9pp | 82.0%-7.0pp |
| Annual return | 28.47% | 465.58%-437.1pp | 340.60%-312.1pp | 302.95%-274.5pp |
| Employer contribution / active EE | $625 | $3,165-80.3% | $2,681-76.7% | $4,762-86.9% |
| Participant deferral / active EE | $2,134 | $4,175-48.9% | $3,738-42.9% | $5,983-64.3% |
| Admin fee / account holder | $5 | $7,777-99.9% | $6,465-99.9% | $11,250-100.0% |