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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,167 | $160,040-5.5% | $147,096+2.8% | $145,877+3.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.05% | 98.49%-77.4pp | 419.75%-398.7pp | 551.28%-530.2pp |
| Employer contribution / active EE | $4,120 | $5,289-22.1% | $4,936-16.5% | $4,663-11.6% |
| Participant deferral / active EE | $12,101 | $8,429+43.6% | $8,071+49.9% | $6,691+80.9% |
| Admin fee / account holder | $2 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |