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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,709 | $108,897+81.6% | $100,378+97.0% | $145,877+35.5% |
| Participation rate | 100.0% | 83.0%+17.0pp | 81.5%+18.5pp | 80.3%+19.7pp |
| Annual return | 15.41% | 58.17%-42.8pp | 49.41%-34.0pp | 551.28%-535.9pp |
| Employer contribution / active EE | $4,882 | $4,420+10.4% | $3,942+23.8% | $4,663+4.7% |
| Participant deferral / active EE | $10,610 | $8,455+25.5% | $8,087+31.2% | $6,691+58.6% |
| Admin fee / account holder | $0 | $9,690-100.0% | $7,899-100.0% | $13,402-100.0% |