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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,437 | $165,399-73.1% | $149,745-70.3% | $158,982-72.0% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 23.27% | 348.34%-325.1pp | 276.72%-253.5pp | 302.99%-279.7pp |
| Employer contribution / active EE | $2,402 | $5,105-52.9% | $4,646-48.3% | $4,763-49.6% |
| Participant deferral / active EE | $3,090 | $7,183-57.0% | $6,843-54.8% | $5,983-48.4% |
| Admin fee / account holder | $17 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |