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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,130 | $196,972-75.6% | $182,262-73.6% | $198,609-75.8% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 22.55% | 158.27%-135.7pp | 140.60%-118.0pp | 202.70%-180.1pp |
| Employer contribution / active EE | $2,269 | $5,364-57.7% | $5,046-55.0% | $5,055-55.1% |
| Participant deferral / active EE | $12,445 | $8,643+44.0% | $8,276+50.4% | $6,977+78.4% |
| Admin fee / account holder | $267 | $18,429-98.6% | $16,712-98.4% | $19,030-98.6% |