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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,973 | $183,988+35.9% | $162,177+54.1% | $152,897+63.5% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 13.75% | 150.79%-137.0pp | 115.60%-101.9pp | 345.43%-331.7pp |
| Employer contribution / active EE | $2,425 | $6,370-61.9% | $5,613-56.8% | $4,764-49.1% |
| Participant deferral / active EE | $3,969 | $8,032-50.6% | $7,297-45.6% | $5,851-32.2% |
| Admin fee / account holder | $0 | $13,123-100.0% | $10,843-100.0% | $11,599-100.0% |