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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,840 | $183,539-10.7% | $155,556+5.3% | $145,897+12.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.01% | 61.31%-33.3pp | 64.84%-36.8pp | 552.29%-524.3pp |
| Employer contribution / active EE | $22,956 | $5,315+331.9% | $4,675+391.0% | $4,663+392.3% |
| Participant deferral / active EE | $23,667 | $6,467+266.0% | $5,631+320.3% | $6,689+253.8% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |