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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,852 | $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 | 19.80% | 348.34%-328.5pp | 276.72%-256.9pp | 302.99%-283.2pp |
| Employer contribution / active EE | $5,461 | $5,105+7.0% | $4,646+17.5% | $4,763+14.7% |
| Participant deferral / active EE | $10,128 | $7,183+41.0% | $6,843+48.0% | $5,983+69.3% |
| Admin fee / account holder | $189 | $10,811-98.3% | $9,312-98.0% | $11,252-98.3% |