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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,292 | $196,972-82.6% | $182,262-81.2% | $198,609-82.7% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.48% | 158.27%-136.8pp | 140.60%-119.1pp | 202.70%-181.2pp |
| Employer contribution / active EE | $5,051 | $5,364-5.8% | $5,046+0.1% | $5,055-0.1% |
| Participant deferral / active EE | $5,794 | $8,643-33.0% | $8,276-30.0% | $6,977-16.9% |
| Admin fee / account holder | $42 | $18,429-99.8% | $16,712-99.8% | $19,030-99.8% |