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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,939 | $165,399-57.7% | $149,745-53.3% | $158,982-56.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.85% | 348.34%-332.5pp | 276.72%-260.9pp | 302.99%-287.1pp |
| Employer contribution / active EE | $1,248 | $5,105-75.5% | $4,646-73.1% | $4,763-73.8% |
| Participant deferral / active EE | $10,101 | $7,183+40.6% | $6,843+47.6% | $5,983+68.8% |
| Admin fee / account holder | $5 | $10,811-100.0% | $9,312-99.9% | $11,252-100.0% |