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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,975 | $217,427-37.5% | $185,837-26.8% | $167,518-18.8% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.99% | 148.39%-135.4pp | 122.08%-109.1pp | 478.71%-465.7pp |
| Employer contribution / active EE | $2,086 | $5,874-64.5% | $5,168-59.6% | $4,838-56.9% |
| Participant deferral / active EE | $8,053 | $6,357+26.7% | $5,568+44.6% | $6,342+27.0% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |