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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,040 | $185,883-18.7% | $170,043-11.2% | $139,466+8.3% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.44% | 60.54%-35.1pp | 53.40%-28.0pp | 373.66%-348.2pp |
| Employer contribution / active EE | $17,839 | $7,596+134.8% | $6,790+162.7% | $4,754+275.3% |
| Participant deferral / active EE | $11,231 | $11,626-3.4% | $10,410+7.9% | $6,712+67.3% |
| Admin fee / account holder | $10 | $15,393-99.9% | $12,824-99.9% | $11,409-99.9% |