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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,550 | $148,623-2.7% | $135,974+6.3% | $139,466+3.6% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.22% | 79.30%-66.1pp | 68.30%-55.1pp | 373.66%-360.4pp |
| Employer contribution / active EE | $22,805 | $5,246+334.7% | $4,859+369.3% | $4,754+379.7% |
| Participant deferral / active EE | $15,563 | $8,103+92.1% | $7,760+100.6% | $6,712+131.9% |
| Admin fee / account holder | $90 | $12,406-99.3% | $10,767-99.2% | $11,409-99.2% |