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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,014 | $165,399-61.3% | $149,745-57.3% | $158,982-59.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 26.73% | 348.34%-321.6pp | 276.72%-250.0pp | 302.99%-276.3pp |
| Employer contribution / active EE | $11,196 | $5,105+119.3% | $4,646+141.0% | $4,763+135.1% |
| Participant deferral / active EE | $17,215 | $7,183+139.7% | $6,843+151.6% | $5,983+187.7% |
| Admin fee / account holder | $173 | $10,811-98.4% | $9,312-98.1% | $11,252-98.5% |