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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,920 | $165,399-61.4% | $149,745-57.3% | $158,982-59.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.98% | 348.34%-326.4pp | 276.72%-254.7pp | 302.99%-281.0pp |
| Employer contribution / active EE | $14,663 | $5,105+187.3% | $4,646+215.6% | $4,763+207.9% |
| Participant deferral / active EE | $8,831 | $7,183+23.0% | $6,843+29.1% | $5,983+47.6% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |