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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,764 | $165,361-63.3% | $149,715-59.4% | $158,950-61.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.41% | 348.24%-336.8pp | 276.66%-265.2pp | 302.91%-291.5pp |
| Employer contribution / active EE | $3,312 | $5,103-35.1% | $4,645-28.7% | $4,762-30.5% |
| Participant deferral / active EE | $6,138 | $7,182-14.5% | $6,842-10.3% | $5,983+2.6% |
| Admin fee / account holder | $163 | $10,808-98.5% | $9,310-98.2% | $11,248-98.5% |