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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,413 | $157,304-22.2% | $141,197-13.3% | $152,909-19.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.62% | 64.34%-37.7pp | 71.41%-44.8pp | 345.46%-318.8pp |
| Employer contribution / active EE | $16,537 | $5,263+214.2% | $4,736+249.2% | $4,764+247.1% |
| Participant deferral / active EE | $6,406 | $7,111-9.9% | $6,710-4.5% | $5,851+9.5% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |