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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,915 | $129,737+10.2% | $119,126+20.0% | $154,746-7.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 75.8%+24.2pp | 80.7%+19.3pp |
| Annual return | 13.14% | 379.08%-365.9pp | 282.11%-269.0pp | 172.34%-159.2pp |
| Employer contribution / active EE | $7,670 | $4,375+75.3% | $4,034+90.2% | $4,379+75.2% |
| Participant deferral / active EE | $8,258 | $5,842+41.4% | $5,318+55.3% | $6,730+22.7% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |