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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,242 | $210,698-28.2% | $178,014-15.0% | $145,959+3.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 8.55% | 386.27%-377.7pp | 294.80%-286.2pp | 561.95%-553.4pp |
| Employer contribution / active EE | $12,509 | $4,567+173.9% | $3,950+216.7% | $4,661+168.4% |
| Participant deferral / active EE | $4,020 | $6,958-42.2% | $6,276-36.0% | $6,689-39.9% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |