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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,849 | $165,361-84.4% | $149,715-82.7% | $158,950-83.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.66% | 348.24%-334.6pp | 276.66%-263.0pp | 302.91%-289.2pp |
| Employer contribution / active EE | $4,689 | $5,103-8.1% | $4,645+1.0% | $4,762-1.5% |
| Participant deferral / active EE | $12,169 | $7,182+69.4% | $6,842+77.9% | $5,983+103.4% |
| Admin fee / account holder | $122 | $10,808-98.9% | $9,310-98.7% | $11,248-98.9% |