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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,978 | $154,159-2.7% | $130,026+15.3% | $139,456+7.5% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 17.52% | 32.50%-15.0pp | -137.26%+154.8pp | 373.45%-355.9pp |
| Employer contribution / active EE | $22,620 | $5,292+327.5% | $4,321+423.5% | $4,753+375.9% |
| Participant deferral / active EE | $16,100 | $6,710+140.0% | $5,821+176.6% | $6,711+139.9% |
| Admin fee / account holder | $20 | $14,001-99.9% | $10,608-99.8% | $11,407-99.8% |