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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,727 | $114,119-56.4% | $107,187-53.6% | $138,895-64.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.41% | 273.21%-254.8pp | 204.55%-186.1pp | 145.39%-127.0pp |
| Employer contribution / active EE | $2,902 | $4,059-28.5% | $3,782-23.3% | $4,194-30.8% |
| Participant deferral / active EE | $2,902 | $5,538-47.6% | $5,096-43.1% | $6,396-54.6% |
| Admin fee / account holder | $117 | $10,024-98.8% | $9,162-98.7% | $12,562-99.1% |