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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,280 | $165,399-20.6% | $149,745-12.3% | $158,982-17.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.34% | 348.34%-327.0pp | 276.72%-255.4pp | 302.99%-281.7pp |
| Employer contribution / active EE | $27,750 | $5,105+443.6% | $4,646+497.3% | $4,763+482.6% |
| Participant deferral / active EE | $9,750 | $7,183+35.7% | $6,843+42.5% | $5,983+62.9% |
| Admin fee / account holder | $28 | $10,811-99.7% | $9,312-99.7% | $11,252-99.8% |