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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,555 | $157,296+0.2% | $141,191+11.6% | $152,897+3.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.59% | 64.34%-45.7pp | 71.41%-52.8pp | 345.43%-326.8pp |
| Employer contribution / active EE | $26,750 | $5,262+408.3% | $4,736+464.8% | $4,764+461.6% |
| Participant deferral / active EE | $9,440 | $7,111+32.8% | $6,710+40.7% | $5,851+61.3% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |