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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,237 | $138,076-6.4% | $123,553+4.6% | $135,380-4.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 3.44% | 153.70%-150.3pp | 119.21%-115.8pp | 519.81%-516.4pp |
| Employer contribution / active EE | $8,500 | $5,152+65.0% | $4,628+83.7% | $4,779+77.9% |
| Participant deferral / active EE | $0 | $6,800-100.0% | $6,426-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |