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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,851 | $165,399-78.3% | $149,745-76.1% | $158,982-77.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 24.57% | 348.34%-323.8pp | 276.72%-252.2pp | 302.99%-278.4pp |
| Employer contribution / active EE | $5,797 | $5,105+13.6% | $4,646+24.8% | $4,763+21.7% |
| Participant deferral / active EE | $10,689 | $7,183+48.8% | $6,843+56.2% | $5,983+78.6% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |