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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,517 | $105,145+66.0% | $94,664+84.4% | $139,466+25.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 13.81% | 38.09%-24.3pp | 156.84%-143.0pp | 373.66%-359.9pp |
| Employer contribution / active EE | $4,458 | $4,107+8.5% | $3,673+21.4% | $4,754-6.2% |
| Participant deferral / active EE | $30,000 | $7,599+294.8% | $7,417+304.5% | $6,712+347.0% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |