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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,156 | $165,399-60.6% | $149,745-56.5% | $158,982-59.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.12% | 348.34%-333.2pp | 276.72%-261.6pp | 302.99%-287.9pp |
| Employer contribution / active EE | $2,212 | $5,105-56.7% | $4,646-52.4% | $4,763-53.6% |
| Participant deferral / active EE | $11,884 | $7,183+65.5% | $6,843+73.7% | $5,983+98.6% |
| Admin fee / account holder | $15 | $10,811-99.9% | $9,312-99.8% | $11,252-99.9% |