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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,342 | $180,749-22.9% | $160,784-13.3% | $137,256+1.5% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 18.11% | 2234.46%-2216.4pp | 1803.92%-1785.8pp | 220.34%-202.2pp |
| Employer contribution / active EE | $5,156 | $4,155+24.1% | $3,733+38.1% | $4,156+24.1% |
| Participant deferral / active EE | $12,296 | $6,844+79.7% | $6,293+95.4% | $6,407+91.9% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |