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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,156 | $176,120-21.6% | $159,487-13.4% | $167,553-17.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.06% | 331.95%-318.9pp | 263.71%-250.6pp | 478.89%-465.8pp |
| Employer contribution / active EE | $4,071 | $5,299-23.2% | $4,831-15.7% | $4,840-15.9% |
| Participant deferral / active EE | $0 | $7,752-100.0% | $7,354-100.0% | $6,343-100.0% |
| Admin fee / account holder | $56 | $12,561-99.6% | $10,804-99.5% | $12,316-99.5% |