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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,335 | $183,539-19.2% | $155,556-4.6% | $145,897+1.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 9.25% | 61.31%-52.1pp | 64.84%-55.6pp | 552.29%-543.0pp |
| Employer contribution / active EE | $9,098 | $5,315+71.2% | $4,675+94.6% | $4,663+95.1% |
| Participant deferral / active EE | $0 | $6,467-100.0% | $5,631-100.0% | $6,689-100.0% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |