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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,364 | $183,592-33.9% | $155,574-22.0% | $145,877-16.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 16.62% | 61.37%-44.8pp | 64.87%-48.2pp | 551.28%-534.7pp |
| Employer contribution / active EE | $15,743 | $5,317+196.1% | $4,676+236.7% | $4,663+237.6% |
| Participant deferral / active EE | $5,870 | $6,466-9.2% | $5,629+4.3% | $6,691-12.3% |
| Admin fee / account holder | $260 | $19,316-98.7% | $15,914-98.4% | $13,402-98.1% |