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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,335 | $183,539+26.0% | $155,556+48.7% | $145,897+58.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.30% | 61.31%-46.0pp | 64.84%-49.5pp | 552.29%-537.0pp |
| Employer contribution / active EE | $10,870 | $5,315+104.5% | $4,675+132.5% | $4,663+133.1% |
| Participant deferral / active EE | $6,140 | $6,467-5.1% | $5,631+9.0% | $6,689-8.2% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |