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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,147 | $70,366-35.8% | $66,674-32.3% | $138,895-67.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.50% | 386.41%-372.9pp | 321.24%-307.7pp | 145.39%-131.9pp |
| Employer contribution / active EE | $3,092 | $2,765+11.8% | $2,620+18.0% | $4,194-26.3% |
| Participant deferral / active EE | $1,290 | $4,374-70.5% | $4,084-68.4% | $6,396-79.8% |
| Admin fee / account holder | $192 | $5,262-96.4% | $5,098-96.2% | $12,562-98.5% |