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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,271 | $185,856-6.2% | $170,028+2.5% | $139,456+25.0% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 23.15% | 60.52%-37.4pp | 53.39%-30.2pp | 373.45%-350.3pp |
| Employer contribution / active EE | $12,646 | $7,593+66.6% | $6,788+86.3% | $4,753+166.1% |
| Participant deferral / active EE | $17,145 | $11,623+47.5% | $10,409+64.7% | $6,711+155.5% |
| Admin fee / account holder | $0 | $15,387-100.0% | $12,820-100.0% | $11,407-100.0% |