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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,287 | $227,633-25.6% | $189,597-10.7% | $167,553+1.0% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 12.79% | 78.45%-65.7pp | 64.20%-51.4pp | 478.89%-466.1pp |
| Employer contribution / active EE | $14,116 | $5,317+165.5% | $4,412+219.9% | $4,840+191.7% |
| Participant deferral / active EE | $10,708 | $7,003+52.9% | $6,174+73.4% | $6,343+68.8% |
| Admin fee / account holder | $18 | $11,879-99.8% | $9,807-99.8% | $12,316-99.9% |