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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,593 | $165,399-46.4% | $149,745-40.8% | $158,982-44.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.47% | 348.34%-332.9pp | 276.72%-261.3pp | 302.99%-287.5pp |
| Employer contribution / active EE | $7,802 | $5,105+52.8% | $4,646+67.9% | $4,763+63.8% |
| Participant deferral / active EE | $8,852 | $7,183+23.2% | $6,843+29.4% | $5,983+47.9% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |