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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,357 | $114,119-12.1% | $107,187-6.4% | $138,895-27.7% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 27.35% | 273.21%-245.9pp | 204.55%-177.2pp | 145.39%-118.0pp |
| Employer contribution / active EE | $13,023 | $4,059+220.9% | $3,782+244.3% | $4,194+210.5% |
| Participant deferral / active EE | $13,837 | $5,538+149.9% | $5,096+171.5% | $6,396+116.3% |
| Admin fee / account holder | $17 | $10,024-99.8% | $9,162-99.8% | $12,562-99.9% |