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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,907 | $165,399-71.6% | $149,745-68.7% | $158,982-70.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.00% | 348.34%-337.3pp | 276.72%-265.7pp | 302.99%-292.0pp |
| Employer contribution / active EE | $9,949 | $5,105+94.9% | $4,646+114.2% | $4,763+108.9% |
| Participant deferral / active EE | $3,219 | $7,183-55.2% | $6,843-53.0% | $5,983-46.2% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |