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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,872 | $183,539-11.3% | $155,556+4.7% | $145,897+11.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 22.68% | 61.31%-38.6pp | 64.84%-42.2pp | 552.29%-529.6pp |
| Employer contribution / active EE | $8,638 | $5,315+62.5% | $4,675+84.7% | $4,663+85.3% |
| Participant deferral / active EE | $9,150 | $6,467+41.5% | $5,631+62.5% | $6,689+36.8% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |