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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,756 | $185,905-8.7% | $170,057-0.2% | $139,487+21.7% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 25.87% | 60.56%-34.7pp | 53.42%-27.5pp | 373.84%-348.0pp |
| Employer contribution / active EE | $18,825 | $7,597+147.8% | $6,790+177.2% | $4,755+295.9% |
| Participant deferral / active EE | $19,234 | $11,627+65.4% | $10,411+84.7% | $6,713+186.5% |
| Admin fee / account holder | $3 | $15,397-100.0% | $12,826-100.0% | $11,407-100.0% |