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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,945 | $157,304+9.3% | $141,197+21.8% | $152,909+12.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 23.23% | 64.34%-41.1pp | 71.41%-48.2pp | 345.46%-322.2pp |
| Employer contribution / active EE | $22,315 | $5,263+324.0% | $4,736+371.1% | $4,764+368.4% |
| Participant deferral / active EE | $26,269 | $7,111+269.4% | $6,710+291.5% | $5,851+348.9% |
| Admin fee / account holder | $58 | $12,126-99.5% | $10,265-99.4% | $11,601-99.5% |