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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,885 | $165,381-60.8% | $149,730-56.7% | $158,966-59.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.89% | 348.29%-334.4pp | 276.70%-262.8pp | 302.95%-289.1pp |
| Employer contribution / active EE | $1,525 | $5,104-70.1% | $4,645-67.2% | $4,762-68.0% |
| Participant deferral / active EE | $4,460 | $7,182-37.9% | $6,843-34.8% | $5,983-25.5% |
| Admin fee / account holder | $19 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |