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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,715 | $180,749-18.8% | $160,784-8.8% | $137,256+6.9% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.0%+23.0pp | 80.0%+20.0pp |
| Annual return | 20.15% | 2234.46%-2214.3pp | 1803.92%-1783.8pp | 220.34%-200.2pp |
| Employer contribution / active EE | $2,973 | $4,155-28.5% | $3,733-20.4% | $4,156-28.5% |
| Participant deferral / active EE | $7,800 | $6,844+14.0% | $6,293+23.9% | $6,407+21.7% |
| Admin fee / account holder | $0 | $10,397-100.0% | $9,717-100.0% | $12,270-100.0% |