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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,594 | $160,040-47.1% | $147,096-42.5% | $145,877-42.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 24.97% | 98.49%-73.5pp | 419.75%-394.8pp | 551.28%-526.3pp |
| Employer contribution / active EE | $9,998 | $5,289+89.0% | $4,936+102.6% | $4,663+114.4% |
| Participant deferral / active EE | $9,733 | $8,429+15.5% | $8,071+20.6% | $6,691+45.5% |
| Admin fee / account holder | $20 | $15,050-99.9% | $13,005-99.8% | $13,402-99.9% |