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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,359 | $160,059+18.9% | $140,019+36.0% | $135,379+40.6% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | 6.01% | 911.44%-905.4pp | 651.15%-645.1pp | 519.79%-513.8pp |
| Employer contribution / active EE | $5,000 | $6,420-22.1% | $5,605-10.8% | $4,779+4.6% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |