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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,090 | $165,399-73.9% | $149,745-71.2% | $158,982-72.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 9.35% | 348.34%-339.0pp | 276.72%-267.4pp | 302.99%-293.6pp |
| Employer contribution / active EE | $11,627 | $5,105+127.8% | $4,646+150.3% | $4,763+144.1% |
| Participant deferral / active EE | $9,717 | $7,183+35.3% | $6,843+42.0% | $5,983+62.4% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |