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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,325 | $165,381-66.5% | $149,730-63.0% | $158,966-65.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.08% | 348.29%-329.2pp | 276.70%-257.6pp | 302.95%-283.9pp |
| Employer contribution / active EE | $4,698 | $5,104-8.0% | $4,645+1.1% | $4,762-1.3% |
| Participant deferral / active EE | $12,263 | $7,182+70.7% | $6,843+79.2% | $5,983+105.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |