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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,933 | $202,440-51.1% | $169,390-41.6% | $139,466-29.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 13.06% | 532.36%-519.3pp | 406.07%-393.0pp | 373.66%-360.6pp |
| Employer contribution / active EE | $1,824 | $4,693-61.1% | $4,013-54.5% | $4,754-61.6% |
| Participant deferral / active EE | $2,850 | $6,940-58.9% | $6,222-54.2% | $6,712-57.5% |
| Admin fee / account holder | $0 | $10,722-100.0% | $9,015-100.0% | $11,409-100.0% |