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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,501 | $157,296-34.8% | $141,191-27.4% | $152,897-33.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.35% | 64.34%-39.0pp | 71.41%-46.1pp | 345.43%-320.1pp |
| Employer contribution / active EE | $12,870 | $5,262+144.6% | $4,736+171.7% | $4,764+170.2% |
| Participant deferral / active EE | $22,000 | $7,111+209.4% | $6,710+227.9% | $5,851+276.0% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |