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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,001 | $183,539-10.6% | $155,556+5.4% | $145,897+12.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.79% | 61.31%-45.5pp | 64.84%-49.0pp | 552.29%-536.5pp |
| Employer contribution / active EE | $13,685 | $5,315+157.5% | $4,675+192.7% | $4,663+193.5% |
| Participant deferral / active EE | $12,304 | $6,467+90.3% | $5,631+118.5% | $6,689+83.9% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |