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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,916 | $165,399-63.8% | $149,745-60.0% | $158,982-62.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.33% | 348.34%-325.0pp | 276.72%-253.4pp | 302.99%-279.7pp |
| Employer contribution / active EE | $22,186 | $5,105+334.6% | $4,646+377.6% | $4,763+365.8% |
| Participant deferral / active EE | $15,185 | $7,183+111.4% | $6,843+121.9% | $5,983+153.8% |
| Admin fee / account holder | $145 | $10,811-98.7% | $9,312-98.4% | $11,252-98.7% |