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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,546 | $159,934-10.9% | $147,005-3.0% | $145,959-2.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 16.04% | 98.24%-82.2pp | 418.76%-402.7pp | 561.95%-545.9pp |
| Employer contribution / active EE | $13,283 | $5,287+151.2% | $4,934+169.2% | $4,661+185.0% |
| Participant deferral / active EE | $7,409 | $8,427-12.1% | $8,070-8.2% | $6,689+10.8% |
| Admin fee / account holder | $163 | $15,053-98.9% | $13,006-98.7% | $13,398-98.8% |