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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,544 | $165,399-24.7% | $149,745-16.8% | $158,982-21.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.02% | 348.34%-332.3pp | 276.72%-260.7pp | 302.99%-287.0pp |
| Employer contribution / active EE | $11,147 | $5,105+118.4% | $4,646+139.9% | $4,763+134.0% |
| Participant deferral / active EE | $8,547 | $7,183+19.0% | $6,843+24.9% | $5,983+42.8% |
| Admin fee / account holder | $168 | $10,811-98.4% | $9,312-98.2% | $11,252-98.5% |