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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,515 | $196,972-17.5% | $182,262-10.8% | $198,609-18.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 23.23% | 158.27%-135.0pp | 140.60%-117.4pp | 202.70%-179.5pp |
| Employer contribution / active EE | $39,228 | $5,364+631.4% | $5,046+677.4% | $5,055+676.0% |
| Participant deferral / active EE | $20,882 | $8,643+141.6% | $8,276+152.3% | $6,977+199.3% |
| Admin fee / account holder | $179 | $18,429-99.0% | $16,712-98.9% | $19,030-99.1% |