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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,717 | $183,516-5.9% | $155,534+11.0% | $145,884+18.4% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 10.41% | 61.43%-51.0pp | 64.92%-54.5pp | 551.85%-541.4pp |
| Employer contribution / active EE | $10,778 | $5,315+102.8% | $4,675+130.6% | $4,662+131.2% |
| Participant deferral / active EE | $8,748 | $6,467+35.3% | $5,630+55.4% | $6,690+30.8% |
| Admin fee / account holder | $25 | $19,293-99.9% | $15,900-99.8% | $13,392-99.8% |