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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,392 | $159,934-27.9% | $147,005-21.5% | $145,959-20.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 31.77% | 98.24%-66.5pp | 418.76%-387.0pp | 561.95%-530.2pp |
| Employer contribution / active EE | $28,880 | $5,287+446.2% | $4,934+485.3% | $4,661+519.6% |
| Participant deferral / active EE | $12,542 | $8,427+48.8% | $8,070+55.4% | $6,689+87.5% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |