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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,059 | $148,623-3.7% | $135,974+5.2% | $139,466+2.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.56% | 79.30%-65.7pp | 68.30%-54.7pp | 373.66%-360.1pp |
| Employer contribution / active EE | $16,059 | $5,246+206.1% | $4,859+230.5% | $4,754+237.8% |
| Participant deferral / active EE | $12,984 | $8,103+60.2% | $7,760+67.3% | $6,712+93.5% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |