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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,634 | $196,972-49.9% | $182,262-45.9% | $198,609-50.3% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 22.01% | 158.27%-136.3pp | 140.60%-118.6pp | 202.70%-180.7pp |
| Employer contribution / active EE | $19,764 | $5,364+268.5% | $5,046+291.7% | $5,055+290.9% |
| Participant deferral / active EE | $48,200 | $8,643+457.7% | $8,276+482.4% | $6,977+590.9% |
| Admin fee / account holder | $113 | $18,429-99.4% | $16,712-99.3% | $19,030-99.4% |