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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,415 | $165,381-29.0% | $149,730-21.6% | $158,966-26.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.72% | 348.29%-324.6pp | 276.70%-253.0pp | 302.95%-279.2pp |
| Employer contribution / active EE | $12,136 | $5,104+137.8% | $4,645+161.3% | $4,762+154.8% |
| Participant deferral / active EE | $7,294 | $7,182+1.6% | $6,843+6.6% | $5,983+21.9% |
| Admin fee / account holder | $127 | $10,809-98.8% | $9,310-98.6% | $11,250-98.9% |