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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $128,161 | $138,076-7.2% | $123,553+3.7% | $135,380-5.3% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | 4.88% | 153.70%-148.8pp | 119.21%-114.3pp | 519.81%-514.9pp |
| Employer contribution / active EE | $30,009 | $5,152+482.5% | $4,628+548.4% | $4,779+528.0% |
| Participant deferral / active EE | $16,346 | $6,800+140.4% | $6,426+154.4% | $5,609+191.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |