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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,933 | $165,381-51.1% | $149,730-45.9% | $158,966-49.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.91% | 348.29%-317.4pp | 276.70%-245.8pp | 302.95%-272.0pp |
| Employer contribution / active EE | $3,273 | $5,104-35.9% | $4,645-29.5% | $4,762-31.3% |
| Participant deferral / active EE | $11,247 | $7,182+56.6% | $6,843+64.4% | $5,983+88.0% |
| Admin fee / account holder | $20 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |