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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,410 | $157,296+10.9% | $141,191+23.5% | $152,897+14.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 16.77% | 64.34%-47.6pp | 71.41%-54.6pp | 345.43%-328.7pp |
| Employer contribution / active EE | $12,093 | $5,262+129.8% | $4,736+155.4% | $4,764+153.9% |
| Participant deferral / active EE | $12,156 | $7,111+71.0% | $6,710+81.2% | $5,851+107.8% |
| Admin fee / account holder | $51 | $12,125-99.6% | $10,264-99.5% | $11,599-99.6% |