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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,685 | $166,131-20.1% | $164,975-19.6% | $145,877-9.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 19.86% | 100.37%-80.5pp | 70.12%-50.3pp | 551.28%-531.4pp |
| Employer contribution / active EE | $9,473 | $5,276+79.6% | $4,343+118.1% | $4,663+103.1% |
| Participant deferral / active EE | $16,116 | $6,962+131.5% | $6,033+167.1% | $6,691+140.9% |
| Admin fee / account holder | $22 | $16,648-99.9% | $12,688-99.8% | $13,402-99.8% |