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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,970 | $217,392-22.7% | $185,818-9.6% | $167,497+0.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 13.70% | 148.37%-134.7pp | 122.06%-108.4pp | 478.62%-464.9pp |
| Employer contribution / active EE | $11,564 | $5,873+96.9% | $5,168+123.8% | $4,838+139.0% |
| Participant deferral / active EE | $6,591 | $6,357+3.7% | $5,568+18.4% | $6,341+3.9% |
| Admin fee / account holder | $0 | $19,813-100.0% | $16,239-100.0% | $12,310-100.0% |