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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,917 | $148,623+16.3% | $135,974+27.2% | $139,466+24.0% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 25.39% | 79.30%-53.9pp | 68.30%-42.9pp | 373.66%-348.3pp |
| Employer contribution / active EE | $26,469 | $5,246+404.5% | $4,859+444.7% | $4,754+456.8% |
| Participant deferral / active EE | $27,028 | $8,103+233.6% | $7,760+248.3% | $6,712+302.7% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |