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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,452 | $165,399-74.9% | $149,745-72.3% | $158,982-73.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.90% | 348.34%-327.4pp | 276.72%-255.8pp | 302.99%-282.1pp |
| Employer contribution / active EE | $1,827 | $5,105-64.2% | $4,646-60.7% | $4,763-61.7% |
| Participant deferral / active EE | $10,000 | $7,183+39.2% | $6,843+46.1% | $5,983+67.1% |
| Admin fee / account holder | $27 | $10,811-99.8% | $9,312-99.7% | $11,252-99.8% |