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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,560 | $165,399-83.3% | $149,745-81.6% | $158,982-82.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.79% | 348.34%-326.5pp | 276.72%-254.9pp | 302.99%-281.2pp |
| Employer contribution / active EE | $2,000 | $5,105-60.8% | $4,646-56.9% | $4,763-58.0% |
| Participant deferral / active EE | $2,600 | $7,183-63.8% | $6,843-62.0% | $5,983-56.5% |
| Admin fee / account holder | $133 | $10,811-98.8% | $9,312-98.6% | $11,252-98.8% |