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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,570 | $165,361-61.0% | $149,715-56.9% | $158,950-59.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.73% | 348.24%-317.5pp | 276.66%-245.9pp | 302.91%-272.2pp |
| Employer contribution / active EE | $9,554 | $5,103+87.2% | $4,645+105.7% | $4,762+100.6% |
| Participant deferral / active EE | $13,000 | $7,182+81.0% | $6,842+90.0% | $5,983+117.3% |
| Admin fee / account holder | $10 | $10,808-99.9% | $9,310-99.9% | $11,248-99.9% |