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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,388 | $183,539-17.5% | $155,556-2.7% | $145,897+3.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.03% | 61.31%-48.3pp | 64.84%-51.8pp | 552.29%-539.3pp |
| Employer contribution / active EE | $2,495 | $5,315-53.1% | $4,675-46.6% | $4,663-46.5% |
| Participant deferral / active EE | $22,799 | $6,467+252.6% | $5,631+304.9% | $6,689+240.8% |
| Admin fee / account holder | $81 | $19,275-99.6% | $15,885-99.5% | $13,390-99.4% |