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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,382 | $165,361-38.7% | $149,715-32.3% | $158,950-36.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.21% | 348.24%-329.0pp | 276.66%-257.4pp | 302.91%-283.7pp |
| Employer contribution / active EE | $11,445 | $5,103+124.3% | $4,645+146.4% | $4,762+140.4% |
| Participant deferral / active EE | $6,624 | $7,182-7.8% | $6,842-3.2% | $5,983+10.7% |
| Admin fee / account holder | $20 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |