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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,685 | $166,268-20.2% | $165,100-19.6% | $145,897-9.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.86% | 100.52%-80.7pp | 70.21%-50.4pp | 552.29%-532.4pp |
| Employer contribution / active EE | $9,473 | $5,284+79.3% | $4,348+117.9% | $4,663+103.2% |
| Participant deferral / active EE | $16,116 | $6,964+131.4% | $6,035+167.0% | $6,689+140.9% |
| Admin fee / account holder | $22 | $16,659-99.9% | $12,696-99.8% | $13,390-99.8% |