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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,586 | $196,972-26.6% | $182,262-20.7% | $198,609-27.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 23.86% | 158.27%-134.4pp | 140.60%-116.7pp | 202.70%-178.8pp |
| Employer contribution / active EE | $32,942 | $5,364+514.2% | $5,046+552.9% | $5,055+551.6% |
| Participant deferral / active EE | $19,184 | $8,643+122.0% | $8,276+131.8% | $6,977+175.0% |
| Admin fee / account holder | $163 | $18,429-99.1% | $16,712-99.0% | $19,030-99.1% |