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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,670 | $165,381-50.6% | $149,730-45.5% | $158,966-48.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 22.13% | 348.29%-326.2pp | 276.70%-254.6pp | 302.95%-280.8pp |
| Employer contribution / active EE | $6,896 | $5,104+35.1% | $4,645+48.4% | $4,762+44.8% |
| Participant deferral / active EE | $7,511 | $7,182+4.6% | $6,843+9.8% | $5,983+25.5% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |