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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,470 | $176,120-31.0% | $159,487-23.8% | $167,553-27.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 15.37% | 331.95%-316.6pp | 263.71%-248.3pp | 478.89%-463.5pp |
| Employer contribution / active EE | $8,994 | $5,299+69.7% | $4,831+86.2% | $4,840+85.8% |
| Participant deferral / active EE | $15,167 | $7,752+95.7% | $7,354+106.2% | $6,343+139.1% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |