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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,511 | $165,399-86.4% | $149,745-85.0% | $158,982-85.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.71% | 348.34%-320.6pp | 276.72%-249.0pp | 302.99%-275.3pp |
| Employer contribution / active EE | $4,376 | $5,105-14.3% | $4,646-5.8% | $4,763-8.1% |
| Participant deferral / active EE | $6,853 | $7,183-4.6% | $6,843+0.1% | $5,983+14.5% |
| Admin fee / account holder | $186 | $10,811-98.3% | $9,312-98.0% | $11,252-98.3% |