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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,927 | $165,381-81.3% | $149,730-79.3% | $158,966-80.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.99% | 348.29%-325.3pp | 276.70%-253.7pp | 302.95%-280.0pp |
| Employer contribution / active EE | $2,199 | $5,104-56.9% | $4,645-52.7% | $4,762-53.8% |
| Participant deferral / active EE | $6,144 | $7,182-14.5% | $6,843-10.2% | $5,983+2.7% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |