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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,277 | $165,381-30.3% | $149,730-23.0% | $158,966-27.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.63% | 348.29%-326.7pp | 276.70%-255.1pp | 302.95%-281.3pp |
| Employer contribution / active EE | $7,083 | $5,104+38.8% | $4,645+52.5% | $4,762+48.7% |
| Participant deferral / active EE | $12,353 | $7,182+72.0% | $6,843+80.5% | $5,983+106.5% |
| Admin fee / account holder | $0 | $10,809-100.0% | $9,310-100.0% | $11,250-100.0% |