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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,840 | $183,592-10.8% | $155,574+5.3% | $145,877+12.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.01% | 61.37%-33.4pp | 64.87%-36.9pp | 551.28%-523.3pp |
| Employer contribution / active EE | $22,956 | $5,317+331.8% | $4,676+391.0% | $4,663+392.3% |
| Participant deferral / active EE | $23,667 | $6,466+266.0% | $5,629+320.4% | $6,691+253.7% |
| Admin fee / account holder | $0 | $19,316-100.0% | $15,914-100.0% | $13,402-100.0% |