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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,985 | $165,381-56.5% | $149,730-51.9% | $158,966-54.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.33% | 348.29%-325.0pp | 276.70%-253.4pp | 302.95%-279.6pp |
| Employer contribution / active EE | $8,850 | $5,104+73.4% | $4,645+90.5% | $4,762+85.8% |
| Participant deferral / active EE | $21,500 | $7,182+199.3% | $6,843+214.2% | $5,983+259.3% |
| Admin fee / account holder | $123 | $10,809-98.9% | $9,310-98.7% | $11,250-98.9% |