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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,177 | $165,399-73.9% | $149,745-71.2% | $158,982-72.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.65% | 348.34%-336.7pp | 276.72%-265.1pp | 302.99%-291.3pp |
| Employer contribution / active EE | $2,835 | $5,105-44.5% | $4,646-39.0% | $4,763-40.5% |
| Participant deferral / active EE | $6,897 | $7,183-4.0% | $6,843+0.8% | $5,983+15.3% |
| Admin fee / account holder | $143 | $10,811-98.7% | $9,312-98.5% | $11,252-98.7% |