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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,783 | $157,276+2.2% | $141,177+13.9% | $152,885+5.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.76% | 64.33%-36.6pp | 71.40%-43.6pp | 345.39%-317.6pp |
| Employer contribution / active EE | $16,804 | $5,262+219.4% | $4,736+254.8% | $4,763+252.8% |
| Participant deferral / active EE | $12,500 | $7,110+75.8% | $6,710+86.3% | $5,851+113.6% |
| Admin fee / account holder | $156 | $12,123-98.7% | $10,263-98.5% | $11,598-98.7% |