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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,017 | $157,304-4.0% | $141,197+7.0% | $152,909-1.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 30.85% | 64.34%-33.5pp | 71.41%-40.6pp | 345.46%-314.6pp |
| Employer contribution / active EE | $3,130 | $5,263-40.5% | $4,736-33.9% | $4,764-34.3% |
| Participant deferral / active EE | $7,371 | $7,111+3.7% | $6,710+9.8% | $5,851+26.0% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |