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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,503 | $114,119-73.3% | $107,187-71.5% | $138,895-78.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.17% | 273.21%-258.0pp | 204.55%-189.4pp | 145.39%-130.2pp |
| Employer contribution / active EE | $3,118 | $4,059-23.2% | $3,782-17.6% | $4,194-25.7% |
| Participant deferral / active EE | $3,872 | $5,538-30.1% | $5,096-24.0% | $6,396-39.5% |
| Admin fee / account holder | $223 | $10,024-97.8% | $9,162-97.6% | $12,562-98.2% |