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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,849 | $165,381-84.4% | $149,730-82.7% | $158,966-83.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.66% | 348.29%-334.6pp | 276.70%-263.0pp | 302.95%-289.3pp |
| Employer contribution / active EE | $4,689 | $5,104-8.1% | $4,645+0.9% | $4,762-1.5% |
| Participant deferral / active EE | $12,169 | $7,182+69.4% | $6,843+77.8% | $5,983+103.4% |
| Admin fee / account holder | $122 | $10,809-98.9% | $9,310-98.7% | $11,250-98.9% |