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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,488 | $165,399-80.4% | $149,745-78.3% | $158,982-79.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.64% | 348.34%-328.7pp | 276.72%-257.1pp | 302.99%-283.4pp |
| Employer contribution / active EE | $5,027 | $5,105-1.5% | $4,646+8.2% | $4,763+5.5% |
| Participant deferral / active EE | $8,040 | $7,183+11.9% | $6,843+17.5% | $5,983+34.4% |
| Admin fee / account holder | $208 | $10,811-98.1% | $9,312-97.8% | $11,252-98.2% |