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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,705 | $152,619-2.6% | $125,195+18.8% | $152,909-2.7% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 10.66% | 54.85%-44.2pp | 43.79%-33.1pp | 345.46%-334.8pp |
| Employer contribution / active EE | $6,667 | $4,947+34.7% | $3,866+72.4% | $4,764+39.9% |
| Participant deferral / active EE | $0 | $5,869-100.0% | $4,937-100.0% | $5,851-100.0% |
| Admin fee / account holder | $110 | $13,437-99.2% | $9,704-98.9% | $11,601-99.1% |