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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,225 | $148,629-3.6% | $135,982+5.3% | $139,487+2.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 19.00% | 79.33%-60.3pp | 68.32%-49.3pp | 373.84%-354.8pp |
| Employer contribution / active EE | $14,128 | $5,247+169.3% | $4,859+190.7% | $4,755+197.1% |
| Participant deferral / active EE | $11,624 | $8,102+43.5% | $7,760+49.8% | $6,713+73.2% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,407-100.0% |