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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,613 | $183,539+24.0% | $155,556+46.3% | $145,897+56.0% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 13.92% | 61.31%-47.4pp | 64.84%-50.9pp | 552.29%-538.4pp |
| Employer contribution / active EE | $13,590 | $5,315+155.7% | $4,675+190.7% | $4,663+191.5% |
| Participant deferral / active EE | $9,624 | $6,467+48.8% | $5,631+70.9% | $6,689+43.9% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |