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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,514 | $165,399-61.0% | $149,745-56.9% | $158,982-59.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.15% | 348.34%-324.2pp | 276.72%-252.6pp | 302.99%-278.8pp |
| Employer contribution / active EE | $6,642 | $5,105+30.1% | $4,646+43.0% | $4,763+39.5% |
| Participant deferral / active EE | $5,235 | $7,183-27.1% | $6,843-23.5% | $5,983-12.5% |
| Admin fee / account holder | $158 | $10,811-98.5% | $9,312-98.3% | $11,252-98.6% |