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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,840 | $183,592-10.8% | $155,567+5.3% | $145,959+12.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.01% | 61.24%-33.2pp | 64.74%-36.7pp | 561.95%-533.9pp |
| Employer contribution / active EE | $22,956 | $5,315+331.9% | $4,674+391.1% | $4,661+392.5% |
| Participant deferral / active EE | $23,667 | $6,464+266.1% | $5,628+320.5% | $6,689+253.8% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |