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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,172 | $160,028-9.3% | $147,080-1.3% | $145,884-0.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 20.75% | 98.60%-77.8pp | 420.17%-399.4pp | 551.85%-531.1pp |
| Employer contribution / active EE | $5,335 | $5,286+0.9% | $4,933+8.1% | $4,662+14.4% |
| Participant deferral / active EE | $23,446 | $8,422+178.4% | $8,066+190.7% | $6,690+250.5% |
| Admin fee / account holder | $0 | $15,030-100.0% | $12,989-100.0% | $13,392-100.0% |