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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,350 | $165,361-29.0% | $149,715-21.6% | $158,950-26.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 38.42% | 348.24%-309.8pp | 276.66%-238.2pp | 302.91%-264.5pp |
| Employer contribution / active EE | $19,899 | $5,103+289.9% | $4,645+328.4% | $4,762+317.9% |
| Participant deferral / active EE | $12,547 | $7,182+74.7% | $6,842+83.4% | $5,983+109.7% |
| Admin fee / account holder | $158 | $10,808-98.5% | $9,310-98.3% | $11,248-98.6% |