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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,316 | $165,381-72.0% | $149,730-69.1% | $158,966-70.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.57% | 348.29%-327.7pp | 276.70%-256.1pp | 302.95%-282.4pp |
| Employer contribution / active EE | $8,815 | $5,104+72.7% | $4,645+89.8% | $4,762+85.1% |
| Participant deferral / active EE | $5,651 | $7,182-21.3% | $6,843-17.4% | $5,983-5.5% |
| Admin fee / account holder | $218 | $10,809-98.0% | $9,310-97.7% | $11,250-98.1% |