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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,471 | $165,361-65.9% | $149,715-62.3% | $158,950-64.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.15% | 348.24%-322.1pp | 276.66%-250.5pp | 302.91%-276.8pp |
| Employer contribution / active EE | $1,168 | $5,103-77.1% | $4,645-74.8% | $4,762-75.5% |
| Participant deferral / active EE | $10,481 | $7,182+45.9% | $6,842+53.2% | $5,983+75.2% |
| Admin fee / account holder | $261 | $10,808-97.6% | $9,310-97.2% | $11,248-97.7% |