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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,953 | $198,461-34.0% | $170,436-23.2% | $147,585-11.3% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 15.16% | 257.30%-242.1pp | 205.94%-190.8pp | 578.57%-563.4pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $13,957 | $5,629+147.9% | $4,939+182.6% | $5,439+156.6% |
| Admin fee / account holder | $154 | $16,852-99.1% | $13,880-98.9% | $10,885-98.6% |