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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,709 | $165,399-62.7% | $149,745-58.8% | $158,982-61.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.58% | 348.34%-325.8pp | 276.72%-254.1pp | 302.99%-280.4pp |
| Employer contribution / active EE | $20,191 | $5,105+295.5% | $4,646+334.6% | $4,763+323.9% |
| Participant deferral / active EE | $9,750 | $7,183+35.7% | $6,843+42.5% | $5,983+62.9% |
| Admin fee / account holder | $218 | $10,811-98.0% | $9,312-97.7% | $11,252-98.1% |