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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,787 | $165,381-56.6% | $149,730-52.1% | $158,966-54.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 14.54% | 348.29%-333.8pp | 276.70%-262.2pp | 302.95%-288.4pp |
| Employer contribution / active EE | $5,058 | $5,104-0.9% | $4,645+8.9% | $4,762+6.2% |
| Participant deferral / active EE | $15,430 | $7,182+114.8% | $6,843+125.5% | $5,983+157.9% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |