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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,952 | $165,381-31.1% | $149,730-23.9% | $158,966-28.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.49% | 348.29%-336.8pp | 276.70%-265.2pp | 302.95%-291.5pp |
| Employer contribution / active EE | $1,685 | $5,104-67.0% | $4,645-63.7% | $4,762-64.6% |
| Participant deferral / active EE | $10,606 | $7,182+47.7% | $6,843+55.0% | $5,983+77.3% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |