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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,268 | $165,361-32.1% | $149,715-25.0% | $158,950-29.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.32% | 348.24%-326.9pp | 276.66%-255.3pp | 302.91%-281.6pp |
| Employer contribution / active EE | $3,425 | $5,103-32.9% | $4,645-26.3% | $4,762-28.1% |
| Participant deferral / active EE | $9,274 | $7,182+29.1% | $6,842+35.5% | $5,983+55.0% |
| Admin fee / account holder | $18 | $10,808-99.8% | $9,310-99.8% | $11,248-99.8% |