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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $184,922 | $183,516+0.8% | $155,534+18.9% | $145,884+26.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.40% | 61.43%-49.0pp | 64.92%-52.5pp | 551.85%-539.5pp |
| Employer contribution / active EE | $27,445 | $5,315+416.4% | $4,675+487.1% | $4,662+488.6% |
| Participant deferral / active EE | $23,000 | $6,467+255.7% | $5,630+308.5% | $6,690+243.8% |
| Admin fee / account holder | $0 | $19,293-100.0% | $15,900-100.0% | $13,392-100.0% |