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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,913 | $154,209-20.9% | $130,062-6.3% | $139,487-12.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 19.31% | 32.52%-13.2pp | -137.37%+156.7pp | 373.84%-354.5pp |
| Employer contribution / active EE | $10,957 | $5,292+107.0% | $4,322+153.5% | $4,755+130.5% |
| Participant deferral / active EE | $7,972 | $6,709+18.8% | $5,821+37.0% | $6,713+18.8% |
| Admin fee / account holder | $0 | $13,988-100.0% | $10,601-100.0% | $11,407-100.0% |