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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,091 | $165,381-9.8% | $149,730-0.4% | $158,966-6.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.42% | 348.29%-329.9pp | 276.70%-258.3pp | 302.95%-284.5pp |
| Employer contribution / active EE | $29,264 | $5,104+473.3% | $4,645+530.0% | $4,762+514.5% |
| Participant deferral / active EE | $22,750 | $7,182+216.8% | $6,843+232.5% | $5,983+280.2% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |