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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,242 | $114,119-71.7% | $107,187-69.9% | $138,895-76.8% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 20.40% | 273.21%-252.8pp | 204.55%-184.2pp | 145.39%-125.0pp |
| Employer contribution / active EE | $2,500 | $4,059-38.4% | $3,782-33.9% | $4,194-40.4% |
| Participant deferral / active EE | $21,144 | $5,538+281.8% | $5,096+314.9% | $6,396+230.6% |
| Admin fee / account holder | $206 | $10,024-97.9% | $9,162-97.8% | $12,562-98.4% |