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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,947 | $196,972-14.2% | $182,262-7.3% | $198,609-14.9% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 18.35% | 158.27%-139.9pp | 140.60%-122.2pp | 202.70%-184.3pp |
| Employer contribution / active EE | $13,870 | $5,364+158.6% | $5,046+174.9% | $5,055+174.4% |
| Participant deferral / active EE | $7,200 | $8,643-16.7% | $8,276-13.0% | $6,977+3.2% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |