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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,081 | $165,381-77.0% | $149,730-74.6% | $158,966-76.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.87% | 348.29%-326.4pp | 276.70%-254.8pp | 302.95%-281.1pp |
| Employer contribution / active EE | $1,764 | $5,104-65.4% | $4,645-62.0% | $4,762-63.0% |
| Participant deferral / active EE | $5,392 | $7,182-24.9% | $6,843-21.2% | $5,983-9.9% |
| Admin fee / account holder | $19 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |