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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,228 | $165,399-10.4% | $149,745-1.0% | $158,982-6.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 37.14% | 348.34%-311.2pp | 276.72%-239.6pp | 302.99%-265.9pp |
| Employer contribution / active EE | $1,915 | $5,105-62.5% | $4,646-58.8% | $4,763-59.8% |
| Participant deferral / active EE | $12,087 | $7,183+68.3% | $6,843+76.6% | $5,983+102.0% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |