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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,785 | $125,778-39.0% | $114,563-33.0% | $154,746-50.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 26.85% | 295.14%-268.3pp | 241.09%-214.2pp | 172.34%-145.5pp |
| Employer contribution / active EE | $7,270 | $2,806+159.1% | $2,592+180.5% | $4,379+66.0% |
| Participant deferral / active EE | $7,360 | $4,445+65.6% | $4,142+77.7% | $6,730+9.4% |
| Admin fee / account holder | $15 | $8,190-99.8% | $7,623-99.8% | $14,365-99.9% |