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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,331 | $165,399-85.9% | $149,745-84.4% | $158,982-85.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 31.70% | 348.34%-316.6pp | 276.72%-245.0pp | 302.99%-271.3pp |
| Employer contribution / active EE | $2,617 | $5,105-48.7% | $4,646-43.7% | $4,763-45.1% |
| Participant deferral / active EE | $6,396 | $7,183-11.0% | $6,843-6.5% | $5,983+6.9% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |