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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,016 | $183,592-30.8% | $155,574-18.4% | $145,877-12.9% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.92% | 61.37%-46.5pp | 64.87%-49.9pp | 551.28%-536.4pp |
| Employer contribution / active EE | $14,437 | $5,317+171.5% | $4,676+208.8% | $4,663+209.6% |
| Participant deferral / active EE | $5,654 | $6,466-12.6% | $5,629+0.4% | $6,691-15.5% |
| Admin fee / account holder | $107 | $19,316-99.4% | $15,914-99.3% | $13,402-99.2% |