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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,196 | $114,119-49.9% | $107,187-46.6% | $138,895-58.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 15.32% | 273.21%-257.9pp | 204.55%-189.2pp | 145.39%-130.1pp |
| Employer contribution / active EE | $5,601 | $4,059+38.0% | $3,782+48.1% | $4,194+33.5% |
| Participant deferral / active EE | $34,877 | $5,538+529.8% | $5,096+584.4% | $6,396+445.3% |
| Admin fee / account holder | $283 | $10,024-97.2% | $9,162-96.9% | $12,562-97.7% |