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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,873 | $165,399-64.4% | $149,745-60.7% | $158,982-63.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.09% | 348.34%-318.2pp | 276.72%-246.6pp | 302.99%-272.9pp |
| Employer contribution / active EE | $4,067 | $5,105-20.3% | $4,646-12.5% | $4,763-14.6% |
| Participant deferral / active EE | $21,985 | $7,183+206.1% | $6,843+221.3% | $5,983+267.4% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |