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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,458 | $165,381-70.7% | $149,730-67.6% | $158,966-69.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.54% | 348.29%-319.8pp | 276.70%-248.2pp | 302.95%-274.4pp |
| Employer contribution / active EE | $4,473 | $5,104-12.4% | $4,645-3.7% | $4,762-6.1% |
| Participant deferral / active EE | $9,770 | $7,182+36.0% | $6,843+42.8% | $5,983+63.3% |
| Admin fee / account holder | $274 | $10,809-97.5% | $9,310-97.1% | $11,250-97.6% |