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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,802 | $165,381-69.3% | $149,730-66.1% | $158,966-68.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.56% | 348.29%-325.7pp | 276.70%-254.1pp | 302.95%-280.4pp |
| Employer contribution / active EE | $29,374 | $5,104+475.5% | $4,645+532.4% | $4,762+516.8% |
| Participant deferral / active EE | $14,161 | $7,182+97.2% | $6,843+107.0% | $5,983+136.7% |
| Admin fee / account holder | $25 | $10,809-99.8% | $9,310-99.7% | $11,250-99.8% |