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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,833 | $165,399-78.9% | $149,745-76.7% | $158,982-78.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.57% | 348.34%-332.8pp | 276.72%-261.1pp | 302.99%-287.4pp |
| Employer contribution / active EE | $12,038 | $5,105+135.8% | $4,646+159.1% | $4,763+152.7% |
| Participant deferral / active EE | $5,946 | $7,183-17.2% | $6,843-13.1% | $5,983-0.6% |
| Admin fee / account holder | $165 | $10,811-98.5% | $9,312-98.2% | $11,252-98.5% |