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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,596 | $157,276+10.4% | $141,177+23.0% | $152,885+13.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.24% | 64.33%-49.1pp | 71.40%-56.2pp | 345.39%-330.1pp |
| Employer contribution / active EE | $11,824 | $5,262+124.7% | $4,736+149.7% | $4,763+148.2% |
| Participant deferral / active EE | $11,635 | $7,110+63.6% | $6,710+73.4% | $5,851+98.9% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |