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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,710 | $217,432-30.7% | $185,851-18.9% | $167,553-10.1% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.40% | 148.43%-136.0pp | 122.11%-109.7pp | 478.89%-466.5pp |
| Employer contribution / active EE | $1,884 | $5,874-67.9% | $5,168-63.5% | $4,840-61.1% |
| Participant deferral / active EE | $8,596 | $6,357+35.2% | $5,569+54.4% | $6,343+35.5% |
| Admin fee / account holder | $19 | $19,820-99.9% | $16,245-99.9% | $12,316-99.8% |