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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,391 | $165,381-22.4% | $149,730-14.3% | $158,966-19.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 17.43% | 348.29%-330.9pp | 276.70%-259.3pp | 302.95%-285.5pp |
| Employer contribution / active EE | $12,821 | $5,104+151.2% | $4,645+176.0% | $4,762+169.2% |
| Participant deferral / active EE | $10,363 | $7,182+44.3% | $6,843+51.4% | $5,983+73.2% |
| Admin fee / account holder | $200 | $10,809-98.1% | $9,310-97.9% | $11,250-98.2% |