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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $78,526 | $165,361-52.5% | $149,715-47.5% | $158,950-50.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.71% | 348.24%-327.5pp | 276.66%-255.9pp | 302.91%-282.2pp |
| Employer contribution / active EE | $8,000 | $5,103+56.8% | $4,645+72.2% | $4,762+68.0% |
| Participant deferral / active EE | $10,310 | $7,182+43.6% | $6,842+50.7% | $5,983+72.3% |
| Admin fee / account holder | $293 | $10,808-97.3% | $9,310-96.9% | $11,248-97.4% |