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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,163 | $114,119-78.0% | $107,187-76.5% | $138,895-81.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 21.97% | 273.21%-251.2pp | 204.55%-182.6pp | 145.39%-123.4pp |
| Employer contribution / active EE | $3,302 | $4,059-18.6% | $3,782-12.7% | $4,194-21.3% |
| Participant deferral / active EE | $6,157 | $5,538+11.2% | $5,096+20.8% | $6,396-3.7% |
| Admin fee / account holder | $146 | $10,024-98.5% | $9,162-98.4% | $12,562-98.8% |