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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,106 | $165,381-69.7% | $149,730-66.5% | $158,966-68.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.52% | 348.29%-324.8pp | 276.70%-253.2pp | 302.95%-279.4pp |
| Employer contribution / active EE | $1,270 | $5,104-75.1% | $4,645-72.7% | $4,762-73.3% |
| Participant deferral / active EE | $3,544 | $7,182-50.7% | $6,843-48.2% | $5,983-40.8% |
| Admin fee / account holder | $178 | $10,809-98.3% | $9,310-98.1% | $11,250-98.4% |