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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,934 | $165,399-68.0% | $149,745-64.7% | $158,982-66.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.62% | 348.34%-332.7pp | 276.72%-261.1pp | 302.99%-287.4pp |
| Employer contribution / active EE | $5,796 | $5,105+13.5% | $4,646+24.8% | $4,763+21.7% |
| Participant deferral / active EE | $2,603 | $7,183-63.8% | $6,843-62.0% | $5,983-56.5% |
| Admin fee / account holder | $222 | $10,811-97.9% | $9,312-97.6% | $11,252-98.0% |