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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,031 | $183,592-25.4% | $155,567-11.9% | $145,959-6.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.85% | 61.24%-50.4pp | 64.74%-53.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $21,273 | $5,315+300.3% | $4,674+355.1% | $4,661+356.4% |
| Participant deferral / active EE | $9,200 | $6,464+42.3% | $5,628+63.5% | $6,689+37.5% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |