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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,335 | $165,399-38.7% | $149,745-32.3% | $158,982-36.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 12.08% | 348.34%-336.3pp | 276.72%-264.6pp | 302.99%-290.9pp |
| Employer contribution / active EE | $3,316 | $5,105-35.0% | $4,646-28.6% | $4,763-30.4% |
| Participant deferral / active EE | $8,400 | $7,183+16.9% | $6,843+22.8% | $5,983+40.4% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |