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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,104 | $165,381-55.2% | $149,730-50.5% | $158,966-53.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.61% | 348.29%-317.7pp | 276.70%-246.1pp | 302.95%-272.3pp |
| Employer contribution / active EE | $14,445 | $5,104+183.0% | $4,645+211.0% | $4,762+203.3% |
| Participant deferral / active EE | $6,051 | $7,182-15.8% | $6,843-11.6% | $5,983+1.1% |
| Admin fee / account holder | $18 | $10,809-99.8% | $9,310-99.8% | $11,250-99.8% |