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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,980 | $165,399-35.9% | $149,745-29.2% | $158,982-33.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.37% | 348.34%-336.0pp | 276.72%-264.4pp | 302.99%-290.6pp |
| Employer contribution / active EE | $1,788 | $5,105-65.0% | $4,646-61.5% | $4,763-62.5% |
| Participant deferral / active EE | $6,104 | $7,183-15.0% | $6,843-10.8% | $5,983+2.0% |
| Admin fee / account holder | $4 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |