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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,446 | $165,399-46.5% | $149,745-40.9% | $158,982-44.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 30.27% | 348.34%-318.1pp | 276.72%-246.4pp | 302.99%-272.7pp |
| Employer contribution / active EE | $17,069 | $5,105+234.4% | $4,646+267.4% | $4,763+258.4% |
| Participant deferral / active EE | $28,924 | $7,183+302.7% | $6,843+322.7% | $5,983+383.4% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |