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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,344 | $165,381-79.2% | $149,730-77.1% | $158,966-78.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.25% | 348.29%-323.0pp | 276.70%-251.4pp | 302.95%-277.7pp |
| Employer contribution / active EE | $4,168 | $5,104-18.4% | $4,645-10.3% | $4,762-12.5% |
| Participant deferral / active EE | $9,418 | $7,182+31.1% | $6,843+37.6% | $5,983+57.4% |
| Admin fee / account holder | $72 | $10,809-99.3% | $9,310-99.2% | $11,250-99.4% |