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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,339 | $159,934-11.6% | $147,005-3.9% | $145,959-3.2% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 25.55% | 98.24%-72.7pp | 418.76%-393.2pp | 561.95%-536.4pp |
| Employer contribution / active EE | $1,667 | $5,287-68.5% | $4,934-66.2% | $4,661-64.2% |
| Participant deferral / active EE | $14,700 | $8,427+74.4% | $8,070+82.2% | $6,689+119.8% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |