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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,467 | $165,399-85.2% | $149,745-83.7% | $158,982-84.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.30% | 348.34%-326.0pp | 276.72%-254.4pp | 302.99%-280.7pp |
| Employer contribution / active EE | $6,237 | $5,105+22.2% | $4,646+34.3% | $4,763+31.0% |
| Participant deferral / active EE | $4,984 | $7,183-30.6% | $6,843-27.2% | $5,983-16.7% |
| Admin fee / account holder | $215 | $10,811-98.0% | $9,312-97.7% | $11,252-98.1% |