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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,360 | $157,296+12.8% | $141,191+25.6% | $152,897+16.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.19% | 64.34%-39.2pp | 71.41%-46.2pp | 345.43%-320.2pp |
| Employer contribution / active EE | $12,343 | $5,262+134.6% | $4,736+160.6% | $4,764+159.1% |
| Participant deferral / active EE | $16,309 | $7,111+129.4% | $6,710+143.0% | $5,851+178.7% |
| Admin fee / account holder | $20 | $12,125-99.8% | $10,264-99.8% | $11,599-99.8% |