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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,598 | $183,539-13.6% | $155,556+2.0% | $145,897+8.7% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 29.29% | 61.31%-32.0pp | 64.84%-35.5pp | 552.29%-523.0pp |
| Employer contribution / active EE | $15,421 | $5,315+190.1% | $4,675+229.8% | $4,663+230.7% |
| Participant deferral / active EE | $23,000 | $6,467+255.7% | $5,631+308.5% | $6,689+243.8% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |