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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,478 | $165,399-66.5% | $149,745-63.0% | $158,982-65.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.49% | 348.34%-330.8pp | 276.72%-259.2pp | 302.99%-285.5pp |
| Employer contribution / active EE | $3,617 | $5,105-29.1% | $4,646-22.1% | $4,763-24.0% |
| Participant deferral / active EE | $11,852 | $7,183+65.0% | $6,843+73.2% | $5,983+98.1% |
| Admin fee / account holder | $19 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |