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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,026 | $160,040-14.4% | $147,096-6.8% | $145,877-6.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.89% | 98.49%-80.6pp | 419.75%-401.9pp | 551.28%-533.4pp |
| Employer contribution / active EE | $4,224 | $5,289-20.1% | $4,936-14.4% | $4,663-9.4% |
| Participant deferral / active EE | $16,390 | $8,429+94.4% | $8,071+103.1% | $6,691+145.0% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |