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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,750 | $148,623-16.7% | $135,974-9.0% | $139,466-11.3% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 14.51% | 79.30%-64.8pp | 68.30%-53.8pp | 373.66%-359.2pp |
| Employer contribution / active EE | $9,143 | $5,246+74.3% | $4,859+88.2% | $4,754+92.3% |
| Participant deferral / active EE | $8,563 | $8,103+5.7% | $7,760+10.3% | $6,712+27.6% |
| Admin fee / account holder | $24 | $12,406-99.8% | $10,767-99.8% | $11,409-99.8% |