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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,667 | $114,119-67.0% | $107,187-64.9% | $138,895-72.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 22.54% | 273.21%-250.7pp | 204.55%-182.0pp | 145.39%-122.9pp |
| Employer contribution / active EE | $4,220 | $4,059+4.0% | $3,782+11.6% | $4,194+0.6% |
| Participant deferral / active EE | $15,971 | $5,538+188.4% | $5,096+213.4% | $6,396+149.7% |
| Admin fee / account holder | $106 | $10,024-98.9% | $9,162-98.8% | $12,562-99.2% |