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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,131 | $154,209+6.4% | $130,062+26.2% | $139,487+17.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 81.98% | 32.52%+49.5pp | -137.37%+219.3pp | 373.84%-291.9pp |
| Employer contribution / active EE | $12,661 | $5,292+139.2% | $4,322+192.9% | $4,755+166.3% |
| Participant deferral / active EE | $7,511 | $6,709+12.0% | $5,821+29.0% | $6,713+11.9% |
| Admin fee / account holder | $237 | $13,988-98.3% | $10,601-97.8% | $11,407-97.9% |