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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,339 | $166,268-7.8% | $165,100-7.1% | $145,897+5.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 17.06% | 100.52%-83.5pp | 70.21%-53.2pp | 552.29%-535.2pp |
| Employer contribution / active EE | $13,553 | $5,284+156.5% | $4,348+211.7% | $4,663+190.7% |
| Participant deferral / active EE | $10,790 | $6,964+54.9% | $6,035+78.8% | $6,689+61.3% |
| Admin fee / account holder | $120 | $16,659-99.3% | $12,696-99.1% | $13,390-99.1% |