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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,619 | $183,539-11.4% | $155,556+4.5% | $145,897+11.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 12.87% | 61.31%-48.4pp | 64.84%-52.0pp | 552.29%-539.4pp |
| Employer contribution / active EE | $15,141 | $5,315+184.8% | $4,675+223.8% | $4,663+224.7% |
| Participant deferral / active EE | $9,012 | $6,467+39.4% | $5,631+60.0% | $6,689+34.7% |
| Admin fee / account holder | $5 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |