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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,245 | $165,399-42.4% | $149,745-36.4% | $158,982-40.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.40% | 348.34%-332.9pp | 276.72%-261.3pp | 302.99%-287.6pp |
| Employer contribution / active EE | $1,469 | $5,105-71.2% | $4,646-68.4% | $4,763-69.2% |
| Participant deferral / active EE | $8,028 | $7,183+11.8% | $6,843+17.3% | $5,983+34.2% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |