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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,022 | $183,592-27.5% | $155,567-14.5% | $145,959-8.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 66.20% | 61.24%+5.0pp | 64.74%+1.5pp | 561.95%-495.7pp |
| Employer contribution / active EE | $14,209 | $5,315+167.3% | $4,674+204.0% | $4,661+204.9% |
| Participant deferral / active EE | $4,640 | $6,464-28.2% | $5,628-17.6% | $6,689-30.6% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |