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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,592 | $165,399-81.5% | $149,745-79.6% | $158,982-80.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.81% | 348.34%-333.5pp | 276.72%-261.9pp | 302.99%-288.2pp |
| Employer contribution / active EE | $3,256 | $5,105-36.2% | $4,646-29.9% | $4,763-31.6% |
| Participant deferral / active EE | $3,675 | $7,183-48.8% | $6,843-46.3% | $5,983-38.6% |
| Admin fee / account holder | $196 | $10,811-98.2% | $9,312-97.9% | $11,252-98.3% |