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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,215 | $183,592-14.9% | $155,574+0.4% | $145,877+7.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 14.31% | 61.37%-47.1pp | 64.87%-50.6pp | 551.28%-537.0pp |
| Employer contribution / active EE | $12,414 | $5,317+133.5% | $4,676+165.5% | $4,663+166.2% |
| Participant deferral / active EE | $9,440 | $6,466+46.0% | $5,629+67.7% | $6,691+41.1% |
| Admin fee / account holder | $27 | $19,316-99.9% | $15,914-99.8% | $13,402-99.8% |