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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,437 | $165,399-68.3% | $149,745-65.0% | $158,982-67.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.68% | 348.34%-330.7pp | 276.72%-259.0pp | 302.99%-285.3pp |
| Employer contribution / active EE | $2,384 | $5,105-53.3% | $4,646-48.7% | $4,763-49.9% |
| Participant deferral / active EE | $2,817 | $7,183-60.8% | $6,843-58.8% | $5,983-52.9% |
| Admin fee / account holder | $164 | $10,811-98.5% | $9,312-98.2% | $11,252-98.5% |