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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,904 | $185,883-6.4% | $170,043+2.3% | $139,466+24.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 14.71% | 60.54%-45.8pp | 53.40%-38.7pp | 373.66%-359.0pp |
| Employer contribution / active EE | $12,375 | $7,596+62.9% | $6,790+82.3% | $4,754+160.3% |
| Participant deferral / active EE | $17,250 | $11,626+48.4% | $10,410+65.7% | $6,712+157.0% |
| Admin fee / account holder | $0 | $15,393-100.0% | $12,824-100.0% | $11,409-100.0% |