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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,001 | $185,905-9.1% | $170,057-0.6% | $139,487+21.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 18.20% | 60.56%-42.4pp | 53.42%-35.2pp | 373.84%-355.6pp |
| Employer contribution / active EE | $5,691 | $7,597-25.1% | $6,790-16.2% | $4,755+19.7% |
| Participant deferral / active EE | $22,890 | $11,627+96.9% | $10,411+119.9% | $6,713+241.0% |
| Admin fee / account holder | $0 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |