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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,466 | $217,432-21.1% | $185,851-7.7% | $167,553+2.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 14.01% | 148.43%-134.4pp | 122.11%-108.1pp | 478.89%-464.9pp |
| Employer contribution / active EE | $1,453 | $5,874-75.3% | $5,168-71.9% | $4,840-70.0% |
| Participant deferral / active EE | $7,938 | $6,357+24.9% | $5,569+42.6% | $6,343+25.2% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |