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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,189 | $165,399-78.7% | $149,745-76.5% | $158,982-77.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.94% | 348.34%-323.4pp | 276.72%-251.8pp | 302.99%-278.1pp |
| Employer contribution / active EE | $6,419 | $5,105+25.7% | $4,646+38.2% | $4,763+34.8% |
| Participant deferral / active EE | $9,758 | $7,183+35.9% | $6,843+42.6% | $5,983+63.1% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |