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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,007 | $197,637-29.7% | $177,848-21.8% | $158,982-12.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 34.87% | 58.77%-23.9pp | 48.33%-13.5pp | 302.99%-268.1pp |
| Employer contribution / active EE | $17,854 | $6,698+166.5% | $5,919+201.7% | $4,763+274.9% |
| Participant deferral / active EE | $9,850 | $8,405+17.2% | $7,714+27.7% | $5,983+64.6% |
| Admin fee / account holder | $20 | $15,406-99.9% | $12,431-99.8% | $11,252-99.8% |