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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,771 | $165,399-67.5% | $149,745-64.1% | $158,982-66.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.07% | 348.34%-329.3pp | 276.72%-257.7pp | 302.99%-283.9pp |
| Employer contribution / active EE | $10,004 | $5,105+96.0% | $4,646+115.3% | $4,763+110.0% |
| Participant deferral / active EE | $14,333 | $7,183+99.6% | $6,843+109.5% | $5,983+139.5% |
| Admin fee / account holder | $189 | $10,811-98.3% | $9,312-98.0% | $11,252-98.3% |