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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,236 | $165,381-75.7% | $149,730-73.1% | $158,966-74.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.01% | 348.29%-325.3pp | 276.70%-253.7pp | 302.95%-279.9pp |
| Employer contribution / active EE | $3,074 | $5,104-39.8% | $4,645-33.8% | $4,762-35.5% |
| Participant deferral / active EE | $3,877 | $7,182-46.0% | $6,843-43.3% | $5,983-35.2% |
| Admin fee / account holder | $171 | $10,809-98.4% | $9,310-98.2% | $11,250-98.5% |