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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,492 | $165,361-69.5% | $149,715-66.3% | $158,950-68.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.31% | 348.24%-327.9pp | 276.66%-256.3pp | 302.91%-282.6pp |
| Employer contribution / active EE | $5,000 | $5,103-2.0% | $4,645+7.6% | $4,762+5.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,842-100.0% | $5,983-100.0% |
| Admin fee / account holder | $160 | $10,808-98.5% | $9,310-98.3% | $11,248-98.6% |