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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,165 | $134,817+6.9% | $123,973+16.3% | $155,188-7.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 15.60% | 515.49%-499.9pp | 388.13%-372.5pp | 148.84%-133.2pp |
| Employer contribution / active EE | $3,394 | $4,425-23.3% | $4,126-17.7% | $4,248-20.1% |
| Participant deferral / active EE | $14,570 | $5,706+155.3% | $5,247+177.7% | $6,531+123.1% |
| Admin fee / account holder | $146 | $13,245-98.9% | $11,799-98.8% | $14,480-99.0% |