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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,928 | $138,076+6.4% | $123,553+18.9% | $135,380+8.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 11.28% | 153.70%-142.4pp | 119.21%-107.9pp | 519.81%-508.5pp |
| Employer contribution / active EE | $4,478 | $5,152-13.1% | $4,628-3.3% | $4,779-6.3% |
| Participant deferral / active EE | $12,166 | $6,800+78.9% | $6,426+89.3% | $5,609+116.9% |
| Admin fee / account holder | $14 | $10,917-99.9% | $9,284-99.8% | $10,828-99.9% |