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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,214 | $135,956-82.9% | $123,894-81.3% | $273,972-91.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 99.60% | 56.63%+43.0pp | 47.52%+52.1pp | 41.46%+58.1pp |
| Employer contribution / active EE | $5,213 | $5,170+0.8% | $4,617+12.9% | $4,869+7.1% |
| Participant deferral / active EE | $4,909 | $6,343-22.6% | $5,984-18.0% | $5,287-7.2% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,133-100.0% |