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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,513 | $182,442-8.2% | $163,379+2.5% | $138,895+20.6% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.8%+23.2pp | 79.9%+20.1pp |
| Annual return | 13.75% | 72.74%-59.0pp | 63.41%-49.7pp | 145.39%-131.6pp |
| Employer contribution / active EE | $19,034 | $4,159+357.6% | $3,752+407.2% | $4,194+353.8% |
| Participant deferral / active EE | $13,467 | $6,817+97.6% | $6,282+114.4% | $6,396+110.5% |
| Admin fee / account holder | $0 | $10,396-100.0% | $9,818-100.0% | $12,562-100.0% |