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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,922 | $217,427+5.7% | $185,837+23.7% | $167,518+37.3% |
| Participation rate | 100.0% | 86.0%+14.0pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 16.34% | 148.39%-132.1pp | 122.08%-105.7pp | 478.71%-462.4pp |
| Employer contribution / active EE | $2,522 | $5,874-57.1% | $5,168-51.2% | $4,838-47.9% |
| Participant deferral / active EE | $5,958 | $6,357-6.3% | $5,568+7.0% | $6,342-6.1% |
| Admin fee / account holder | $0 | $19,816-100.0% | $16,241-100.0% | $12,312-100.0% |