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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,666 | $165,351-80.2% | $149,710-78.2% | $158,931-79.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.94% | 348.19%-331.2pp | 276.63%-259.7pp | 302.86%-285.9pp |
| Employer contribution / active EE | $15,254 | $5,103+198.9% | $4,645+228.4% | $4,761+220.4% |
| Participant deferral / active EE | $10,819 | $7,181+50.6% | $6,842+58.1% | $5,982+80.8% |
| Admin fee / account holder | $123 | $10,807-98.9% | $9,309-98.7% | $11,247-98.9% |