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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,075 | $160,040-5.0% | $147,096+3.4% | $145,877+4.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.60% | 98.49%-80.9pp | 419.75%-402.1pp | 551.28%-533.7pp |
| Employer contribution / active EE | $24,102 | $5,289+355.7% | $4,936+388.3% | $4,663+416.9% |
| Participant deferral / active EE | $15,600 | $8,429+85.1% | $8,071+93.3% | $6,691+133.2% |
| Admin fee / account holder | $5 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |