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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,569 | $165,399-25.3% | $149,745-17.5% | $158,982-22.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.62% | 348.34%-331.7pp | 276.72%-260.1pp | 302.99%-286.4pp |
| Employer contribution / active EE | $2,157 | $5,105-57.7% | $4,646-53.6% | $4,763-54.7% |
| Participant deferral / active EE | $7,349 | $7,183+2.3% | $6,843+7.4% | $5,983+22.8% |
| Admin fee / account holder | $0 | $10,811-100.0% | $9,312-100.0% | $11,252-100.0% |