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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,327 | $165,381-62.9% | $149,730-59.0% | $158,966-61.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.76% | 348.29%-317.5pp | 276.70%-245.9pp | 302.95%-272.2pp |
| Employer contribution / active EE | $4,012 | $5,104-21.4% | $4,645-13.6% | $4,762-15.8% |
| Participant deferral / active EE | $9,585 | $7,182+33.4% | $6,843+40.1% | $5,983+60.2% |
| Admin fee / account holder | $62 | $10,809-99.4% | $9,310-99.3% | $11,250-99.4% |