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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $134,474 | $157,276-14.5% | $141,177-4.7% | $152,885-12.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 48.36% | 64.33%-16.0pp | 71.40%-23.0pp | 345.39%-297.0pp |
| Employer contribution / active EE | $9,170 | $5,262+74.3% | $4,736+93.6% | $4,763+92.5% |
| Participant deferral / active EE | $10,306 | $7,110+44.9% | $6,710+53.6% | $5,851+76.2% |
| Admin fee / account holder | $3 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |