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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,737 | $176,105-18.4% | $159,474-9.9% | $167,536-14.2% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 21.12% | 331.91%-310.8pp | 263.68%-242.6pp | 478.82%-457.7pp |
| Employer contribution / active EE | $2,871 | $5,299-45.8% | $4,831-40.6% | $4,839-40.7% |
| Participant deferral / active EE | $4,638 | $7,751-40.2% | $7,353-36.9% | $6,342-26.9% |
| Admin fee / account holder | $0 | $12,559-100.0% | $10,802-100.0% | $12,315-100.0% |