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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,634 | $111,535-59.1% | $105,223-56.6% | $137,256-66.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 20.29% | 237.85%-217.6pp | 180.65%-160.4pp | 220.34%-200.1pp |
| Employer contribution / active EE | $2,916 | $3,939-26.0% | $3,689-20.9% | $4,156-29.8% |
| Participant deferral / active EE | $10,734 | $5,500+95.2% | $5,072+111.6% | $6,407+67.5% |
| Admin fee / account holder | $280 | $9,721-97.1% | $8,859-96.8% | $12,270-97.7% |