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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,636 | $165,399-85.7% | $149,745-84.2% | $158,982-85.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.39% | 348.34%-332.9pp | 276.72%-261.3pp | 302.99%-287.6pp |
| Employer contribution / active EE | $6,074 | $5,105+19.0% | $4,646+30.8% | $4,763+27.5% |
| Participant deferral / active EE | $2,450 | $7,183-65.9% | $6,843-64.2% | $5,983-59.0% |
| Admin fee / account holder | $39 | $10,811-99.6% | $9,312-99.6% | $11,252-99.7% |