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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,166 | $111,535-59.5% | $105,223-57.1% | $137,256-67.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 18.97% | 237.85%-218.9pp | 180.65%-161.7pp | 220.34%-201.4pp |
| Employer contribution / active EE | $2,775 | $3,939-29.6% | $3,689-24.8% | $4,156-33.2% |
| Participant deferral / active EE | $11,235 | $5,500+104.3% | $5,072+121.5% | $6,407+75.4% |
| Admin fee / account holder | $240 | $9,721-97.5% | $8,859-97.3% | $12,270-98.0% |