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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,974 | $165,381-74.0% | $149,730-71.3% | $158,966-73.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 25.01% | 348.29%-323.3pp | 276.70%-251.7pp | 302.95%-277.9pp |
| Employer contribution / active EE | $3,062 | $5,104-40.0% | $4,645-34.1% | $4,762-35.7% |
| Participant deferral / active EE | $11,595 | $7,182+61.4% | $6,843+69.5% | $5,983+93.8% |
| Admin fee / account holder | $168 | $10,809-98.4% | $9,310-98.2% | $11,250-98.5% |