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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,904 | $165,381-66.8% | $149,730-63.3% | $158,966-65.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.58% | 348.29%-331.7pp | 276.70%-260.1pp | 302.95%-286.4pp |
| Employer contribution / active EE | $2,372 | $5,104-53.5% | $4,645-48.9% | $4,762-50.2% |
| Participant deferral / active EE | $5,365 | $7,182-25.3% | $6,843-21.6% | $5,983-10.3% |
| Admin fee / account holder | $265 | $10,809-97.5% | $9,310-97.2% | $11,250-97.6% |