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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,530 | $210,698-30.5% | $178,014-17.7% | $145,959+0.4% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 18.20% | 386.27%-368.1pp | 294.80%-276.6pp | 561.95%-543.7pp |
| Employer contribution / active EE | $21,187 | $4,567+363.9% | $3,950+436.4% | $4,661+354.6% |
| Participant deferral / active EE | $12,677 | $6,958+82.2% | $6,276+102.0% | $6,689+89.5% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |