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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,465 | $155,833-15.6% | $124,693+5.4% | $167,536-21.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 16.29% | 17.98%-1.7pp | 5144.19%-5127.9pp | 478.82%-462.5pp |
| Employer contribution / active EE | $5,256 | $4,164+26.2% | $3,324+58.1% | $4,839+8.6% |
| Participant deferral / active EE | $10,006 | $5,675+76.3% | $4,615+116.8% | $6,342+57.8% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,315-100.0% |