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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,402 | $165,399-59.9% | $149,745-55.7% | $158,982-58.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.03% | 348.34%-321.3pp | 276.72%-249.7pp | 302.99%-276.0pp |
| Employer contribution / active EE | $7,313 | $5,105+43.3% | $4,646+57.4% | $4,763+53.5% |
| Participant deferral / active EE | $12,075 | $7,183+68.1% | $6,843+76.5% | $5,983+101.8% |
| Admin fee / account holder | $174 | $10,811-98.4% | $9,312-98.1% | $11,252-98.5% |