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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,842 | $165,381-25.1% | $149,730-17.3% | $158,966-22.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.39% | 348.29%-327.9pp | 276.70%-256.3pp | 302.95%-282.6pp |
| Employer contribution / active EE | $3,716 | $5,104-27.2% | $4,645-20.0% | $4,762-22.0% |
| Participant deferral / active EE | $11,549 | $7,182+60.8% | $6,843+68.8% | $5,983+93.0% |
| Admin fee / account holder | $10 | $10,809-99.9% | $9,310-99.9% | $11,250-99.9% |