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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,623 | $165,361-58.5% | $149,715-54.2% | $158,950-56.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 20.15% | 348.24%-328.1pp | 276.66%-256.5pp | 302.91%-282.8pp |
| Employer contribution / active EE | $17,241 | $5,103+237.8% | $4,645+271.2% | $4,762+262.1% |
| Participant deferral / active EE | $14,744 | $7,182+105.3% | $6,842+115.5% | $5,983+146.4% |
| Admin fee / account holder | $162 | $10,808-98.5% | $9,310-98.3% | $11,248-98.6% |