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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,126 | $157,304-12.2% | $141,197-2.2% | $152,909-9.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.99% | 64.34%-45.4pp | 71.41%-52.4pp | 345.46%-326.5pp |
| Employer contribution / active EE | $15,089 | $5,263+186.7% | $4,736+218.6% | $4,764+216.7% |
| Participant deferral / active EE | $16,172 | $7,111+127.4% | $6,710+141.0% | $5,851+176.4% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |