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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,208 | $183,539-8.4% | $155,556+8.1% | $145,897+15.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 8.83% | 61.31%-52.5pp | 64.84%-56.0pp | 552.29%-543.5pp |
| Employer contribution / active EE | $13,363 | $5,315+151.4% | $4,675+185.8% | $4,663+186.6% |
| Participant deferral / active EE | $15,250 | $6,467+135.8% | $5,631+170.8% | $6,689+128.0% |
| Admin fee / account holder | $23 | $19,275-99.9% | $15,885-99.9% | $13,390-99.8% |