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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,239 | $157,304+4.4% | $141,197+16.3% | $152,909+7.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.79% | 64.34%-47.6pp | 71.41%-54.6pp | 345.46%-328.7pp |
| Employer contribution / active EE | $16,006 | $5,263+204.1% | $4,736+237.9% | $4,764+236.0% |
| Participant deferral / active EE | $18,262 | $7,111+156.8% | $6,710+172.2% | $5,851+212.1% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |