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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,809 | $165,381-30.6% | $149,730-23.3% | $158,966-27.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.04% | 348.29%-336.3pp | 276.70%-264.7pp | 302.95%-290.9pp |
| Employer contribution / active EE | $7,153 | $5,104+40.1% | $4,645+54.0% | $4,762+50.2% |
| Participant deferral / active EE | $4,043 | $7,182-43.7% | $6,843-40.9% | $5,983-32.4% |
| Admin fee / account holder | $64 | $10,809-99.4% | $9,310-99.3% | $11,250-99.4% |