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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,120 | $183,539-1.3% | $155,556+16.4% | $145,897+24.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.03% | 61.31%-45.3pp | 64.84%-48.8pp | 552.29%-536.3pp |
| Employer contribution / active EE | $9,903 | $5,315+86.3% | $4,675+111.8% | $4,663+112.4% |
| Participant deferral / active EE | $7,688 | $6,467+18.9% | $5,631+36.5% | $6,689+14.9% |
| Admin fee / account holder | $89 | $19,275-99.5% | $15,885-99.4% | $13,390-99.3% |