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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,647 | $159,978-14.6% | $147,041-7.1% | $145,978-6.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.12% | 98.36%-76.2pp | 419.21%-397.1pp | 550.52%-528.4pp |
| Employer contribution / active EE | $13,644 | $5,288+158.0% | $4,935+176.5% | $4,662+192.7% |
| Participant deferral / active EE | $8,359 | $8,429-0.8% | $8,071+3.6% | $6,690+25.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |