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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,327 | $165,381-79.2% | $149,730-77.1% | $158,966-78.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.47% | 348.29%-339.8pp | 276.70%-268.2pp | 302.95%-294.5pp |
| Employer contribution / active EE | $4,610 | $5,104-9.7% | $4,645-0.8% | $4,762-3.2% |
| Participant deferral / active EE | $13,386 | $7,182+86.4% | $6,843+95.6% | $5,983+123.7% |
| Admin fee / account holder | $82 | $10,809-99.2% | $9,310-99.1% | $11,250-99.3% |