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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,150 | $114,119-64.8% | $107,187-62.5% | $138,895-71.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.09% | 273.21%-255.1pp | 204.55%-186.5pp | 145.39%-127.3pp |
| Employer contribution / active EE | $2,881 | $4,059-29.0% | $3,782-23.8% | $4,194-31.3% |
| Participant deferral / active EE | $3,601 | $5,538-35.0% | $5,096-29.3% | $6,396-43.7% |
| Admin fee / account holder | $265 | $10,024-97.4% | $9,162-97.1% | $12,562-97.9% |