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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,829 | $165,361-34.8% | $149,715-28.0% | $158,950-32.2% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.34% | 348.24%-331.9pp | 276.66%-260.3pp | 302.91%-286.6pp |
| Employer contribution / active EE | $22,260 | $5,103+336.2% | $4,645+379.3% | $4,762+367.5% |
| Participant deferral / active EE | $9,500 | $7,182+32.3% | $6,842+38.8% | $5,983+58.8% |
| Admin fee / account holder | $265 | $10,808-97.5% | $9,310-97.2% | $11,248-97.6% |