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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,097 | $183,539-10.6% | $155,556+5.5% | $145,897+12.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 20.50% | 61.31%-40.8pp | 64.84%-44.3pp | 552.29%-531.8pp |
| Employer contribution / active EE | $14,823 | $5,315+178.9% | $4,675+217.0% | $4,663+217.9% |
| Participant deferral / active EE | $7,500 | $6,467+16.0% | $5,631+33.2% | $6,689+12.1% |
| Admin fee / account holder | $13 | $19,275-99.9% | $15,885-99.9% | $13,390-99.9% |