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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,439 | $165,361-81.6% | $149,715-79.7% | $158,950-80.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.70% | 348.24%-321.5pp | 276.66%-250.0pp | 302.91%-276.2pp |
| Employer contribution / active EE | $3,484 | $5,103-31.7% | $4,645-25.0% | $4,762-26.8% |
| Participant deferral / active EE | $6,312 | $7,182-12.1% | $6,842-7.7% | $5,983+5.5% |
| Admin fee / account holder | $12 | $10,808-99.9% | $9,310-99.9% | $11,248-99.9% |