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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,493 | $148,623-12.2% | $135,974-4.0% | $139,466-6.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 16.18% | 79.30%-63.1pp | 68.30%-52.1pp | 373.66%-357.5pp |
| Employer contribution / active EE | $13,623 | $5,246+159.7% | $4,859+180.4% | $4,754+186.6% |
| Participant deferral / active EE | $10,536 | $8,103+30.0% | $7,760+35.8% | $6,712+57.0% |
| Admin fee / account holder | $115 | $12,406-99.1% | $10,767-98.9% | $11,409-99.0% |