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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,208 | $114,119-62.1% | $107,187-59.7% | $138,895-68.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 17.91% | 273.21%-255.3pp | 204.55%-186.6pp | 145.39%-127.5pp |
| Employer contribution / active EE | $4,574 | $4,059+12.7% | $3,782+20.9% | $4,194+9.0% |
| Participant deferral / active EE | $9,910 | $5,538+78.9% | $5,096+94.5% | $6,396+54.9% |
| Admin fee / account holder | $260 | $10,024-97.4% | $9,162-97.2% | $12,562-97.9% |