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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,038 | $165,361-38.9% | $149,715-32.5% | $158,950-36.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.60% | 348.24%-324.6pp | 276.66%-253.1pp | 302.91%-279.3pp |
| Employer contribution / active EE | $14,706 | $5,103+188.2% | $4,645+216.6% | $4,762+208.8% |
| Participant deferral / active EE | $11,161 | $7,182+55.4% | $6,842+63.1% | $5,983+86.6% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |