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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,112 | $165,381-64.9% | $149,730-61.2% | $158,966-63.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.93% | 348.29%-328.4pp | 276.70%-256.8pp | 302.95%-283.0pp |
| Employer contribution / active EE | $3,821 | $5,104-25.1% | $4,645-17.7% | $4,762-19.8% |
| Participant deferral / active EE | $14,209 | $7,182+97.8% | $6,843+107.7% | $5,983+137.5% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |