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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,316 | $217,432+8.2% | $185,851+26.6% | $167,553+40.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 12.11% | 148.43%-136.3pp | 122.11%-110.0pp | 478.89%-466.8pp |
| Employer contribution / active EE | $10,671 | $5,874+81.7% | $5,168+106.5% | $4,840+120.5% |
| Participant deferral / active EE | $11,685 | $6,357+83.8% | $5,569+109.8% | $6,343+84.2% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |