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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,146 | $72,071-23.5% | $68,368-19.3% | $137,256-59.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.47% | 353.14%-331.7pp | 292.57%-271.1pp | 220.34%-198.9pp |
| Employer contribution / active EE | $3,204 | $2,788+14.9% | $2,649+21.0% | $4,156-22.9% |
| Participant deferral / active EE | $823 | $4,410-81.3% | $4,123-80.0% | $6,407-87.2% |
| Admin fee / account holder | $74 | $5,336-98.6% | $5,150-98.6% | $12,270-99.4% |