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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,290 | $142,354-13.4% | $125,529-1.8% | $155,188-20.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 15.99% | 306.06%-290.1pp | 202.56%-186.6pp | 148.84%-132.9pp |
| Employer contribution / active EE | $3,783 | $3,501+8.1% | $3,058+23.7% | $4,248-10.9% |
| Participant deferral / active EE | $0 | $5,491-100.0% | $4,813-100.0% | $6,531-100.0% |
| Admin fee / account holder | $0 | $19,392-100.0% | $16,298-100.0% | $14,480-100.0% |