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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,789 | $165,399-14.9% | $149,745-6.0% | $158,982-11.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 27.76% | 348.34%-320.6pp | 276.72%-249.0pp | 302.99%-275.2pp |
| Employer contribution / active EE | $8,638 | $5,105+69.2% | $4,646+85.9% | $4,763+81.4% |
| Participant deferral / active EE | $14,304 | $7,183+99.1% | $6,843+109.0% | $5,983+139.1% |
| Admin fee / account holder | $14 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |