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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,190 | $157,304+2.5% | $141,197+14.2% | $152,909+5.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 18.44% | 64.34%-45.9pp | 71.41%-53.0pp | 345.46%-327.0pp |
| Employer contribution / active EE | $10,504 | $5,263+99.6% | $4,736+121.8% | $4,764+120.5% |
| Participant deferral / active EE | $8,514 | $7,111+19.7% | $6,710+26.9% | $5,851+45.5% |
| Admin fee / account holder | $48 | $12,126-99.6% | $10,265-99.5% | $11,601-99.6% |