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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,874 | $165,361-31.1% | $149,715-23.9% | $158,950-28.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.03% | 348.24%-328.2pp | 276.66%-256.6pp | 302.91%-282.9pp |
| Employer contribution / active EE | $0 | $5,103-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $9,371 | $7,182+30.5% | $6,842+37.0% | $5,983+56.6% |
| Admin fee / account holder | $56 | $10,808-99.5% | $9,310-99.4% | $11,248-99.5% |