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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,741 | $165,399-57.8% | $149,745-53.4% | $158,982-56.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.50% | 348.34%-332.8pp | 276.72%-261.2pp | 302.99%-287.5pp |
| Employer contribution / active EE | $4,816 | $5,105-5.6% | $4,646+3.7% | $4,763+1.1% |
| Participant deferral / active EE | $7,020 | $7,183-2.3% | $6,843+2.6% | $5,983+17.3% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |