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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,939 | $166,268-10.4% | $165,100-9.8% | $145,897+2.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 13.20% | 100.52%-87.3pp | 70.21%-57.0pp | 552.29%-539.1pp |
| Employer contribution / active EE | $3,092 | $5,284-41.5% | $4,348-28.9% | $4,663-33.7% |
| Participant deferral / active EE | $19,920 | $6,964+186.0% | $6,035+230.1% | $6,689+197.8% |
| Admin fee / account holder | $0 | $16,659-100.0% | $12,696-100.0% | $13,390-100.0% |