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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,424 | $183,539-13.1% | $155,556+2.5% | $145,897+9.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.36% | 61.31%-45.9pp | 64.84%-49.5pp | 552.29%-536.9pp |
| Employer contribution / active EE | $17,701 | $5,315+233.0% | $4,675+278.6% | $4,663+279.6% |
| Participant deferral / active EE | $4,150 | $6,467-35.8% | $5,631-26.3% | $6,689-38.0% |
| Admin fee / account holder | $31 | $19,275-99.8% | $15,885-99.8% | $13,390-99.8% |