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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,430 | $165,399-46.5% | $149,745-40.9% | $158,982-44.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.83% | 348.34%-326.5pp | 276.72%-254.9pp | 302.99%-281.2pp |
| Employer contribution / active EE | $39,975 | $5,105+683.1% | $4,646+760.5% | $4,763+739.3% |
| Participant deferral / active EE | $29,000 | $7,183+303.7% | $6,843+323.8% | $5,983+384.7% |
| Admin fee / account holder | $283 | $10,811-97.4% | $9,312-97.0% | $11,252-97.5% |