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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,820 | $152,612+9.3% | $125,192+33.3% | $152,897+9.1% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 18.77% | 54.85%-36.1pp | 43.79%-25.0pp | 345.43%-326.7pp |
| Employer contribution / active EE | $9,028 | $4,947+82.5% | $3,866+133.5% | $4,764+89.5% |
| Participant deferral / active EE | $10,072 | $5,868+71.6% | $4,937+104.0% | $5,851+72.1% |
| Admin fee / account holder | $27 | $13,437-99.8% | $9,704-99.7% | $11,599-99.8% |