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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,403 | $165,381-40.5% | $149,730-34.3% | $158,966-38.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 10.32% | 348.29%-338.0pp | 276.70%-266.4pp | 302.95%-292.6pp |
| Employer contribution / active EE | $19,371 | $5,104+279.5% | $4,645+317.0% | $4,762+306.7% |
| Participant deferral / active EE | $11,675 | $7,182+62.6% | $6,843+70.6% | $5,983+95.1% |
| Admin fee / account holder | $25 | $10,809-99.8% | $9,310-99.7% | $11,250-99.8% |