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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,048 | $168,635-68.5% | $147,617-64.1% | $125,389-57.7% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 1.69% | 77.65%-76.0pp | 61.98%-60.3pp | 282.24%-280.5pp |
| Employer contribution / active EE | $6,233 | $6,252-0.3% | $5,564+12.0% | $4,866+28.1% |
| Participant deferral / active EE | $4,059 | $5,507-26.3% | $4,895-17.1% | $5,352-24.2% |
| Admin fee / account holder | $195 | $13,580-98.6% | $11,612-98.3% | $9,541-98.0% |