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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,267 | $165,399-79.9% | $149,745-77.8% | $158,982-79.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 13.18% | 348.34%-335.2pp | 276.72%-263.5pp | 302.99%-289.8pp |
| Employer contribution / active EE | $5,623 | $5,105+10.2% | $4,646+21.0% | $4,763+18.1% |
| Participant deferral / active EE | $4,418 | $7,183-38.5% | $6,843-35.4% | $5,983-26.2% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |