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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,228 | $165,361-10.4% | $149,715-1.0% | $158,950-6.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 37.14% | 348.24%-311.1pp | 276.66%-239.5pp | 302.91%-265.8pp |
| Employer contribution / active EE | $1,915 | $5,103-62.5% | $4,645-58.8% | $4,762-59.8% |
| Participant deferral / active EE | $12,087 | $7,182+68.3% | $6,842+76.7% | $5,983+102.0% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |