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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,140 | $152,612-20.6% | $125,192-3.2% | $152,897-20.8% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 20.62% | 54.85%-34.2pp | 43.79%-23.2pp | 345.43%-324.8pp |
| Employer contribution / active EE | $9,413 | $4,947+90.3% | $3,866+143.5% | $4,764+97.6% |
| Participant deferral / active EE | $6,393 | $5,868+8.9% | $4,937+29.5% | $5,851+9.3% |
| Admin fee / account holder | $0 | $13,437-100.0% | $9,704-100.0% | $11,599-100.0% |