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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $175,596 | $157,304+11.6% | $141,197+24.4% | $152,909+14.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.96% | 64.34%-42.4pp | 71.41%-49.4pp | 345.46%-323.5pp |
| Employer contribution / active EE | $18,222 | $5,263+246.3% | $4,736+284.7% | $4,764+282.5% |
| Participant deferral / active EE | $12,030 | $7,111+69.2% | $6,710+79.3% | $5,851+105.6% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |