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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,705 | $165,399-65.1% | $149,745-61.5% | $158,982-63.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 28.65% | 348.34%-319.7pp | 276.72%-248.1pp | 302.99%-274.3pp |
| Employer contribution / active EE | $15,985 | $5,105+213.2% | $4,646+244.1% | $4,763+235.6% |
| Participant deferral / active EE | $15,010 | $7,183+109.0% | $6,843+119.4% | $5,983+150.9% |
| Admin fee / account holder | $12 | $10,811-99.9% | $9,312-99.9% | $11,252-99.9% |