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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,025 | $165,399-23.2% | $149,745-15.2% | $158,982-20.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.43% | 348.34%-326.9pp | 276.72%-255.3pp | 302.99%-281.6pp |
| Employer contribution / active EE | $24,522 | $5,105+380.4% | $4,646+427.8% | $4,763+414.9% |
| Participant deferral / active EE | $23,833 | $7,183+231.8% | $6,843+248.3% | $5,983+298.3% |
| Admin fee / account holder | $5 | $10,811-100.0% | $9,312-99.9% | $11,252-100.0% |