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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,287 | $157,296+2.5% | $141,191+14.2% | $152,897+5.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 32.94% | 64.34%-31.4pp | 71.41%-38.5pp | 345.43%-312.5pp |
| Employer contribution / active EE | $14,648 | $5,262+178.4% | $4,736+209.3% | $4,764+207.5% |
| Participant deferral / active EE | $10,614 | $7,111+49.3% | $6,710+58.2% | $5,851+81.4% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |