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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,448 | $165,381-39.9% | $149,730-33.6% | $158,966-37.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 45.02% | 348.29%-303.3pp | 276.70%-231.7pp | 302.95%-257.9pp |
| Employer contribution / active EE | $22,511 | $5,104+341.0% | $4,645+384.6% | $4,762+372.7% |
| Participant deferral / active EE | $11,475 | $7,182+59.8% | $6,843+67.7% | $5,983+91.8% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |