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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,389 | $165,381-77.4% | $149,730-75.0% | $158,966-76.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.26% | 348.29%-324.0pp | 276.70%-252.4pp | 302.95%-278.7pp |
| Employer contribution / active EE | $2,217 | $5,104-56.6% | $4,645-52.3% | $4,762-53.4% |
| Participant deferral / active EE | $7,545 | $7,182+5.1% | $6,843+10.3% | $5,983+26.1% |
| Admin fee / account holder | $169 | $10,809-98.4% | $9,310-98.2% | $11,250-98.5% |