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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,289 | $165,399-50.2% | $149,745-45.0% | $158,982-48.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.51% | 348.34%-325.8pp | 276.72%-254.2pp | 302.99%-280.5pp |
| Employer contribution / active EE | $3,501 | $5,105-31.4% | $4,646-24.6% | $4,763-26.5% |
| Participant deferral / active EE | $5,146 | $7,183-28.4% | $6,843-24.8% | $5,983-14.0% |
| Admin fee / account holder | $27 | $10,811-99.8% | $9,312-99.7% | $11,252-99.8% |