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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,431 | $160,059-9.1% | $140,019+3.9% | $135,379+7.4% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 23.29% | 911.44%-888.2pp | 651.15%-627.9pp | 519.79%-496.5pp |
| Employer contribution / active EE | $1,658 | $6,420-74.2% | $5,605-70.4% | $4,779-65.3% |
| Participant deferral / active EE | $13,090 | $7,641+71.3% | $6,927+89.0% | $5,609+133.4% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |