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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,204 | $165,361-78.1% | $149,715-75.8% | $158,950-77.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.78% | 348.24%-329.5pp | 276.66%-257.9pp | 302.91%-284.1pp |
| Employer contribution / active EE | $1,526 | $5,103-70.1% | $4,645-67.2% | $4,762-68.0% |
| Participant deferral / active EE | $7,393 | $7,182+2.9% | $6,842+8.1% | $5,983+23.6% |
| Admin fee / account holder | $32 | $10,808-99.7% | $9,310-99.7% | $11,248-99.7% |