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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,029 | $157,296-25.6% | $141,191-17.1% | $152,897-23.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 26.31% | 64.34%-38.0pp | 71.41%-45.1pp | 345.43%-319.1pp |
| Employer contribution / active EE | $6,229 | $5,262+18.4% | $4,736+31.5% | $4,764+30.8% |
| Participant deferral / active EE | $11,215 | $7,111+57.7% | $6,710+67.1% | $5,851+91.7% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |