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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,748 | $196,972+22.2% | $182,262+32.1% | $198,609+21.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 21.90% | 158.27%-136.4pp | 140.60%-118.7pp | 202.70%-180.8pp |
| Employer contribution / active EE | $15,606 | $5,364+191.0% | $5,046+209.3% | $5,055+208.7% |
| Participant deferral / active EE | $18,792 | $8,643+117.4% | $8,276+127.1% | $6,977+169.3% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |