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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,647 | $160,028-14.6% | $147,080-7.1% | $145,884-6.3% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 22.12% | 98.60%-76.5pp | 420.17%-398.0pp | 551.85%-529.7pp |
| Employer contribution / active EE | $13,644 | $5,286+158.1% | $4,933+176.6% | $4,662+192.6% |
| Participant deferral / active EE | $8,359 | $8,422-0.7% | $8,066+3.6% | $6,690+25.0% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |