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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,170 | $176,794-8.8% | $146,647+9.9% | $167,553-3.8% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 11.08% | 24.04%-13.0pp | 22.75%-11.7pp | 478.89%-467.8pp |
| Employer contribution / active EE | $11,106 | $5,161+115.2% | $4,137+168.5% | $4,840+129.5% |
| Participant deferral / active EE | $13,267 | $6,440+106.0% | $5,506+140.9% | $6,343+109.2% |
| Admin fee / account holder | $0 | $13,262-100.0% | $10,281-100.0% | $12,316-100.0% |