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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,840 | $183,516-10.7% | $155,534+5.3% | $145,884+12.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 28.01% | 61.43%-33.4pp | 64.92%-36.9pp | 551.85%-523.8pp |
| Employer contribution / active EE | $22,956 | $5,315+331.9% | $4,675+391.1% | $4,662+392.4% |
| Participant deferral / active EE | $23,667 | $6,467+266.0% | $5,630+320.3% | $6,690+253.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |