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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,708 | $196,972-25.0% | $182,262-19.0% | $198,609-25.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 10.66% | 158.27%-147.6pp | 140.60%-129.9pp | 202.70%-192.0pp |
| Employer contribution / active EE | $7,169 | $5,364+33.7% | $5,046+42.1% | $5,055+41.8% |
| Participant deferral / active EE | $4,195 | $8,643-51.5% | $8,276-49.3% | $6,977-39.9% |
| Admin fee / account holder | $142 | $18,429-99.2% | $16,712-99.1% | $19,030-99.3% |