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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,300 | $165,351-57.5% | $149,710-53.0% | $158,931-55.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.39% | 348.19%-328.8pp | 276.63%-257.2pp | 302.86%-283.5pp |
| Employer contribution / active EE | $6,959 | $5,103+36.4% | $4,645+49.8% | $4,761+46.1% |
| Participant deferral / active EE | $8,388 | $7,181+16.8% | $6,842+22.6% | $5,982+40.2% |
| Admin fee / account holder | $178 | $10,807-98.4% | $9,309-98.1% | $11,247-98.4% |