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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,981 | $165,381-56.5% | $149,730-51.9% | $158,966-54.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.02% | 348.29%-336.3pp | 276.70%-264.7pp | 302.95%-290.9pp |
| Employer contribution / active EE | $8,333 | $5,104+63.3% | $4,645+79.4% | $4,762+75.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $200 | $10,809-98.1% | $9,310-97.9% | $11,250-98.2% |