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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,374 | $160,040-6.0% | $147,096+2.2% | $145,877+3.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.12% | 98.49%-86.4pp | 419.75%-407.6pp | 551.28%-539.2pp |
| Employer contribution / active EE | $8,926 | $5,289+68.8% | $4,936+80.8% | $4,663+91.4% |
| Participant deferral / active EE | $11,259 | $8,429+33.6% | $8,071+39.5% | $6,691+68.3% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |