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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,363 | $168,635-10.8% | $147,617+1.9% | $125,389+19.9% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.70% | 77.65%-78.4pp | 61.98%-62.7pp | 282.24%-282.9pp |
| Employer contribution / active EE | $19,587 | $6,252+213.3% | $5,564+252.0% | $4,866+302.5% |
| Participant deferral / active EE | $11,966 | $5,507+117.3% | $4,895+144.4% | $5,352+123.6% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |