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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,550 | $165,381-81.5% | $149,730-79.6% | $158,966-80.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.87% | 348.29%-325.4pp | 276.70%-253.8pp | 302.95%-280.1pp |
| Employer contribution / active EE | $11,788 | $5,104+130.9% | $4,645+153.8% | $4,762+147.5% |
| Participant deferral / active EE | $9,579 | $7,182+33.4% | $6,843+40.0% | $5,983+60.1% |
| Admin fee / account holder | $103 | $10,809-99.0% | $9,310-98.9% | $11,250-99.1% |