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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,302 | $165,399-78.7% | $149,745-76.4% | $158,982-77.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.14% | 348.34%-321.2pp | 276.72%-249.6pp | 302.99%-275.9pp |
| Employer contribution / active EE | $1,995 | $5,105-60.9% | $4,646-57.1% | $4,763-58.1% |
| Participant deferral / active EE | $8,328 | $7,183+15.9% | $6,843+21.7% | $5,983+39.2% |
| Admin fee / account holder | $155 | $10,811-98.6% | $9,312-98.3% | $11,252-98.6% |