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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,851 | $165,399-82.0% | $149,745-80.1% | $158,982-81.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.16% | 348.34%-336.2pp | 276.72%-264.6pp | 302.99%-290.8pp |
| Employer contribution / active EE | $8,493 | $5,105+66.4% | $4,646+82.8% | $4,763+78.3% |
| Participant deferral / active EE | $5,275 | $7,183-26.6% | $6,843-22.9% | $5,983-11.8% |
| Admin fee / account holder | $82 | $10,811-99.2% | $9,312-99.1% | $11,252-99.3% |