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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,108 | $196,972-28.9% | $182,262-23.1% | $198,609-29.5% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 20.64% | 158.27%-137.6pp | 140.60%-120.0pp | 202.70%-182.1pp |
| Employer contribution / active EE | $5,805 | $5,364+8.2% | $5,046+15.0% | $5,055+14.8% |
| Participant deferral / active EE | $19,938 | $8,643+130.7% | $8,276+140.9% | $6,977+185.8% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |