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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,091 | $217,432-25.0% | $185,849-12.2% | $167,536-2.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.13% | 148.42%-132.3pp | 122.10%-106.0pp | 478.82%-462.7pp |
| Employer contribution / active EE | $3,302 | $5,875-43.8% | $5,169-36.1% | $4,839-31.8% |
| Participant deferral / active EE | $11,006 | $6,357+73.1% | $5,569+97.6% | $6,342+73.5% |
| Admin fee / account holder | $218 | $19,818-98.9% | $16,244-98.7% | $12,315-98.2% |