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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,589 | $159,934-17.1% | $147,005-9.8% | $145,959-9.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 14.09% | 98.24%-84.1pp | 418.76%-404.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $1,656 | $5,287-68.7% | $4,934-66.4% | $4,661-64.5% |
| Participant deferral / active EE | $11,161 | $8,427+32.4% | $8,070+38.3% | $6,689+66.9% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |