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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,013 | $166,131-18.1% | $164,975-17.6% | $145,877-6.8% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.53% | 100.37%-80.8pp | 70.12%-50.6pp | 551.28%-531.8pp |
| Employer contribution / active EE | $9,979 | $5,276+89.1% | $4,343+129.8% | $4,663+114.0% |
| Participant deferral / active EE | $14,197 | $6,962+103.9% | $6,033+135.3% | $6,691+112.2% |
| Admin fee / account holder | $0 | $16,648-100.0% | $12,688-100.0% | $13,402-100.0% |