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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,833 | $196,972-24.9% | $182,262-18.9% | $198,609-25.6% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 51.91% | 158.27%-106.4pp | 140.60%-88.7pp | 202.70%-150.8pp |
| Employer contribution / active EE | $6,254 | $5,364+16.6% | $5,046+23.9% | $5,055+23.7% |
| Participant deferral / active EE | $0 | $8,643-100.0% | $8,276-100.0% | $6,977-100.0% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |