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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,514 | $157,296+5.9% | $141,191+17.9% | $152,897+8.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 25.82% | 64.34%-38.5pp | 71.41%-45.6pp | 345.43%-319.6pp |
| Employer contribution / active EE | $14,050 | $5,262+167.0% | $4,736+196.7% | $4,764+195.0% |
| Participant deferral / active EE | $10,363 | $7,111+45.7% | $6,710+54.4% | $5,851+77.1% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |