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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,476 | $217,432-35.4% | $185,849-24.4% | $167,536-16.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 10.27% | 148.42%-138.1pp | 122.10%-111.8pp | 478.82%-468.5pp |
| Employer contribution / active EE | $4,571 | $5,875-22.2% | $5,169-11.6% | $4,839-5.5% |
| Participant deferral / active EE | $7,153 | $6,357+12.5% | $5,569+28.4% | $6,342+12.8% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |