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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,875 | $183,627-29.8% | $155,602-17.2% | $145,978-11.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.85% | 61.32%-46.5pp | 64.81%-50.0pp | 550.52%-535.7pp |
| Employer contribution / active EE | $2,500 | $5,316-53.0% | $4,675-46.5% | $4,662-46.4% |
| Participant deferral / active EE | $2,500 | $6,466-61.3% | $5,629-55.6% | $6,690-62.6% |
| Admin fee / account holder | $0 | $19,327-100.0% | $15,923-100.0% | $13,400-100.0% |