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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,517 | $105,160+66.0% | $94,679+84.3% | $139,456+25.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.81% | 38.04%-24.2pp | 156.75%-142.9pp | 373.45%-359.6pp |
| Employer contribution / active EE | $4,458 | $4,107+8.6% | $3,673+21.4% | $4,753-6.2% |
| Participant deferral / active EE | $30,000 | $7,599+294.8% | $7,417+304.5% | $6,711+347.0% |
| Admin fee / account holder | $0 | $8,988-100.0% | $7,233-100.0% | $11,407-100.0% |