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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,088 | $165,399-61.3% | $149,745-57.2% | $158,982-59.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.36% | 348.34%-331.0pp | 276.72%-259.4pp | 302.99%-285.6pp |
| Employer contribution / active EE | $2,109 | $5,105-58.7% | $4,646-54.6% | $4,763-55.7% |
| Participant deferral / active EE | $5,340 | $7,183-25.7% | $6,843-22.0% | $5,983-10.8% |
| Admin fee / account holder | $131 | $10,811-98.8% | $9,312-98.6% | $11,252-98.8% |