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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,503 | $148,629+12.0% | $135,982+22.4% | $139,487+19.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 17.47% | 79.33%-61.9pp | 68.32%-50.9pp | 373.84%-356.4pp |
| Employer contribution / active EE | $18,667 | $5,247+255.8% | $4,859+284.2% | $4,755+292.6% |
| Participant deferral / active EE | $17,500 | $8,102+116.0% | $7,760+125.5% | $6,713+160.7% |
| Admin fee / account holder | $13 | $12,406-99.9% | $10,767-99.9% | $11,407-99.9% |