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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,225 | $165,399-58.1% | $149,745-53.8% | $158,982-56.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 11.52% | 348.34%-336.8pp | 276.72%-265.2pp | 302.99%-291.5pp |
| Employer contribution / active EE | $20,180 | $5,105+295.3% | $4,646+334.4% | $4,763+323.7% |
| Participant deferral / active EE | $13,000 | $7,183+81.0% | $6,843+90.0% | $5,983+117.3% |
| Admin fee / account holder | $13 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |