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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,439 | $165,381-39.9% | $149,730-33.6% | $158,966-37.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.49% | 348.29%-330.8pp | 276.70%-259.2pp | 302.95%-285.5pp |
| Employer contribution / active EE | $6,625 | $5,104+29.8% | $4,645+42.6% | $4,762+39.1% |
| Participant deferral / active EE | $10,902 | $7,182+51.8% | $6,843+59.3% | $5,983+82.2% |
| Admin fee / account holder | $74 | $10,809-99.3% | $9,310-99.2% | $11,250-99.3% |