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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,997 | $165,381-77.6% | $149,730-75.3% | $158,966-76.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 37.64% | 348.29%-310.7pp | 276.70%-239.1pp | 302.95%-265.3pp |
| Employer contribution / active EE | $11,863 | $5,104+132.4% | $4,645+155.4% | $4,762+149.1% |
| Participant deferral / active EE | $7,257 | $7,182+1.0% | $6,843+6.1% | $5,983+21.3% |
| Admin fee / account holder | $17 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |