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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,628 | $165,381-76.6% | $149,730-74.2% | $158,966-75.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.74% | 348.29%-325.6pp | 276.70%-254.0pp | 302.95%-280.2pp |
| Employer contribution / active EE | $2,580 | $5,104-49.5% | $4,645-44.5% | $4,762-45.8% |
| Participant deferral / active EE | $7,850 | $7,182+9.3% | $6,843+14.7% | $5,983+31.2% |
| Admin fee / account holder | $3 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |