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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,358 | $165,361-61.1% | $149,715-57.0% | $158,950-59.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.83% | 348.24%-331.4pp | 276.66%-259.8pp | 302.91%-286.1pp |
| Employer contribution / active EE | $1,265 | $5,103-75.2% | $4,645-72.8% | $4,762-73.4% |
| Participant deferral / active EE | $5,210 | $7,182-27.5% | $6,842-23.9% | $5,983-12.9% |
| Admin fee / account holder | $211 | $10,808-98.0% | $9,310-97.7% | $11,248-98.1% |