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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,593 | $165,351-46.4% | $149,710-40.8% | $158,931-44.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.47% | 348.19%-332.7pp | 276.63%-261.2pp | 302.86%-287.4pp |
| Employer contribution / active EE | $7,802 | $5,103+52.9% | $4,645+68.0% | $4,761+63.9% |
| Participant deferral / active EE | $8,852 | $7,181+23.3% | $6,842+29.4% | $5,982+48.0% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,247-100.0% |