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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $144,152 | $185,883-22.5% | $170,043-15.2% | $139,466+3.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 13.94% | 60.54%-46.6pp | 53.40%-39.5pp | 373.66%-359.7pp |
| Employer contribution / active EE | $24,345 | $7,596+220.5% | $6,790+258.5% | $4,754+412.1% |
| Participant deferral / active EE | $16,875 | $11,626+45.2% | $10,410+62.1% | $6,712+151.4% |
| Admin fee / account holder | $9 | $15,393-99.9% | $12,824-99.9% | $11,409-99.9% |