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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,457 | $111,535-32.3% | $105,223-28.3% | $137,256-45.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 29.48% | 237.85%-208.4pp | 180.65%-151.2pp | 220.34%-190.9pp |
| Employer contribution / active EE | $12,249 | $3,939+210.9% | $3,689+232.1% | $4,156+194.7% |
| Participant deferral / active EE | $14,945 | $5,500+171.7% | $5,072+194.7% | $6,407+133.3% |
| Admin fee / account holder | $0 | $9,721-100.0% | $8,859-100.0% | $12,270-100.0% |