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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,346 | $165,399-82.9% | $149,745-81.1% | $158,982-82.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.30% | 348.34%-325.0pp | 276.72%-253.4pp | 302.99%-279.7pp |
| Employer contribution / active EE | $4,921 | $5,105-3.6% | $4,646+5.9% | $4,763+3.3% |
| Participant deferral / active EE | $8,072 | $7,183+12.4% | $6,843+18.0% | $5,983+34.9% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |