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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,532 | $165,399-85.8% | $149,745-84.3% | $158,982-85.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.44% | 348.34%-330.9pp | 276.72%-259.3pp | 302.99%-285.5pp |
| Employer contribution / active EE | $1,335 | $5,105-73.8% | $4,646-71.3% | $4,763-72.0% |
| Participant deferral / active EE | $4,594 | $7,183-36.0% | $6,843-32.9% | $5,983-23.2% |
| Admin fee / account holder | $189 | $10,811-98.3% | $9,312-98.0% | $11,252-98.3% |