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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,846 | $165,399-76.5% | $149,745-74.1% | $158,982-75.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.09% | 348.34%-325.2pp | 276.72%-253.6pp | 302.99%-279.9pp |
| Employer contribution / active EE | $2,897 | $5,105-43.2% | $4,646-37.6% | $4,763-39.2% |
| Participant deferral / active EE | $2,897 | $7,183-59.7% | $6,843-57.7% | $5,983-51.6% |
| Admin fee / account holder | $248 | $10,811-97.7% | $9,312-97.3% | $11,252-97.8% |