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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,278 | $165,381-47.2% | $149,730-41.7% | $158,966-45.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 31.97% | 348.29%-316.3pp | 276.70%-244.7pp | 302.95%-271.0pp |
| Employer contribution / active EE | $14,179 | $5,104+177.8% | $4,645+205.2% | $4,762+197.7% |
| Participant deferral / active EE | $10,892 | $7,182+51.6% | $6,843+59.2% | $5,983+82.0% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |