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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,186 | $165,381-62.4% | $149,730-58.5% | $158,966-60.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.79% | 348.29%-337.5pp | 276.70%-265.9pp | 302.95%-292.2pp |
| Employer contribution / active EE | $1,822 | $5,104-64.3% | $4,645-60.8% | $4,762-61.7% |
| Participant deferral / active EE | $3,405 | $7,182-52.6% | $6,843-50.2% | $5,983-43.1% |
| Admin fee / account holder | $253 | $10,809-97.7% | $9,310-97.3% | $11,250-97.8% |