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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,545 | $160,040-13.4% | $147,096-5.8% | $145,877-5.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 18.20% | 98.49%-80.3pp | 419.75%-401.5pp | 551.28%-533.1pp |
| Employer contribution / active EE | $16,464 | $5,289+211.3% | $4,936+233.6% | $4,663+253.1% |
| Participant deferral / active EE | $12,348 | $8,429+46.5% | $8,071+53.0% | $6,691+84.6% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |