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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,796 | $157,304+20.7% | $141,197+34.4% | $152,909+24.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.83% | 64.34%-48.5pp | 71.41%-55.6pp | 345.46%-329.6pp |
| Employer contribution / active EE | $17,235 | $5,263+227.5% | $4,736+263.9% | $4,764+261.8% |
| Participant deferral / active EE | $16,667 | $7,111+134.4% | $6,710+148.4% | $5,851+184.8% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |