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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,478 | $165,351-66.4% | $149,710-62.9% | $158,931-65.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.49% | 348.19%-330.7pp | 276.63%-259.1pp | 302.86%-285.4pp |
| Employer contribution / active EE | $3,617 | $5,103-29.1% | $4,645-22.1% | $4,761-24.0% |
| Participant deferral / active EE | $11,852 | $7,181+65.0% | $6,842+73.2% | $5,982+98.1% |
| Admin fee / account holder | $19 | $10,807-99.8% | $9,309-99.8% | $11,247-99.8% |