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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,760 | $165,381-37.3% | $149,730-30.7% | $158,966-34.7% |
| Participation rate | 94.4% | 84.6%+9.9pp | 82.5%+12.0pp | 82.0%+12.5pp |
| Annual return | 27.17% | 348.29%-321.1pp | 276.70%-249.5pp | 302.95%-275.8pp |
| Employer contribution / active EE | $12,032 | $5,104+135.7% | $4,645+159.0% | $4,762+152.6% |
| Participant deferral / active EE | $10,786 | $7,182+50.2% | $6,843+57.6% | $5,983+80.3% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |