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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,343 | $148,623-6.9% | $135,974+1.7% | $139,466-0.8% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 20.51% | 79.30%-58.8pp | 68.30%-47.8pp | 373.66%-353.1pp |
| Employer contribution / active EE | $20,590 | $5,246+292.5% | $4,859+323.8% | $4,754+333.1% |
| Participant deferral / active EE | $7,500 | $8,103-7.4% | $7,760-3.4% | $6,712+11.7% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |