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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,240 | $165,361-82.9% | $149,715-81.1% | $158,950-82.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.40% | 348.24%-327.8pp | 276.66%-256.3pp | 302.91%-282.5pp |
| Employer contribution / active EE | $2,726 | $5,103-46.6% | $4,645-41.3% | $4,762-42.8% |
| Participant deferral / active EE | $3,400 | $7,182-52.7% | $6,842-50.3% | $5,983-43.2% |
| Admin fee / account holder | $154 | $10,808-98.6% | $9,310-98.3% | $11,248-98.6% |