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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,695 | $165,361-74.2% | $149,715-71.5% | $158,950-73.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.30% | 348.24%-334.9pp | 276.66%-263.4pp | 302.91%-289.6pp |
| Employer contribution / active EE | $1,733 | $5,103-66.0% | $4,645-62.7% | $4,762-63.6% |
| Participant deferral / active EE | $3,403 | $7,182-52.6% | $6,842-50.3% | $5,983-43.1% |
| Admin fee / account holder | $5 | $10,808-100.0% | $9,310-99.9% | $11,248-100.0% |