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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,597 | $165,361-85.7% | $149,715-84.2% | $158,950-85.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 40.64% | 348.24%-307.6pp | 276.66%-236.0pp | 302.91%-262.3pp |
| Employer contribution / active EE | $8,607 | $5,103+68.7% | $4,645+85.3% | $4,762+80.7% |
| Participant deferral / active EE | $15,843 | $7,182+120.6% | $6,842+131.5% | $5,983+164.8% |
| Admin fee / account holder | $11 | $10,808-99.9% | $9,310-99.9% | $11,248-99.9% |