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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,865 | $165,361-69.8% | $149,715-66.7% | $158,950-68.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.79% | 348.24%-321.4pp | 276.66%-249.9pp | 302.91%-276.1pp |
| Employer contribution / active EE | $4,642 | $5,103-9.0% | $4,645-0.1% | $4,762-2.5% |
| Participant deferral / active EE | $11,661 | $7,182+62.4% | $6,842+70.4% | $5,983+94.9% |
| Admin fee / account holder | $190 | $10,808-98.2% | $9,310-98.0% | $11,248-98.3% |