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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,629 | $165,381-61.5% | $149,730-57.5% | $158,966-60.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.58% | 348.29%-338.7pp | 276.70%-267.1pp | 302.95%-293.4pp |
| Employer contribution / active EE | $1,163 | $5,104-77.2% | $4,645-75.0% | $4,762-75.6% |
| Participant deferral / active EE | $5,861 | $7,182-18.4% | $6,843-14.3% | $5,983-2.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |