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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,188 | $165,399-47.3% | $149,745-41.8% | $158,982-45.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.30% | 348.34%-325.0pp | 276.72%-253.4pp | 302.99%-279.7pp |
| Employer contribution / active EE | $12,935 | $5,105+153.4% | $4,646+178.4% | $4,763+171.6% |
| Participant deferral / active EE | $9,915 | $7,183+38.0% | $6,843+44.9% | $5,983+65.7% |
| Admin fee / account holder | $15 | $10,811-99.9% | $9,312-99.8% | $11,252-99.9% |