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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,244 | $183,539-19.8% | $155,556-5.3% | $145,897+0.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.52% | 61.31%-47.8pp | 64.84%-51.3pp | 552.29%-538.8pp |
| Employer contribution / active EE | $3,169 | $5,315-40.4% | $4,675-32.2% | $4,663-32.0% |
| Participant deferral / active EE | $17,262 | $6,467+166.9% | $5,631+206.6% | $6,689+158.1% |
| Admin fee / account holder | $270 | $19,275-98.6% | $15,885-98.3% | $13,390-98.0% |