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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,041 | $165,399-67.9% | $149,745-64.6% | $158,982-66.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.00% | 348.34%-331.3pp | 276.72%-259.7pp | 302.99%-286.0pp |
| Employer contribution / active EE | $5,999 | $5,105+17.5% | $4,646+29.1% | $4,763+26.0% |
| Participant deferral / active EE | $4,513 | $7,183-37.2% | $6,843-34.1% | $5,983-24.6% |
| Admin fee / account holder | $14 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |