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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,442 | $209,425-29.1% | $178,499-16.8% | $158,966-6.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.23% | 188.80%-173.6pp | 151.10%-135.9pp | 302.95%-287.7pp |
| Employer contribution / active EE | $2,800 | $5,707-50.9% | $5,011-44.1% | $4,762-41.2% |
| Participant deferral / active EE | $22,825 | $5,955+283.3% | $5,202+338.8% | $5,983+281.5% |
| Admin fee / account holder | $12 | $17,078-99.9% | $13,986-99.9% | $11,250-99.9% |