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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,300 | $165,399-57.5% | $149,745-53.1% | $158,982-55.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.39% | 348.34%-328.9pp | 276.72%-257.3pp | 302.99%-283.6pp |
| Employer contribution / active EE | $6,959 | $5,105+36.3% | $4,646+49.8% | $4,763+46.1% |
| Participant deferral / active EE | $8,388 | $7,183+16.8% | $6,843+22.6% | $5,983+40.2% |
| Admin fee / account holder | $178 | $10,811-98.4% | $9,312-98.1% | $11,252-98.4% |