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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,745 | $217,432+8.4% | $185,849+26.8% | $167,536+40.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.33% | 148.42%-139.1pp | 122.10%-112.8pp | 478.82%-469.5pp |
| Employer contribution / active EE | $3,180 | $5,875-45.9% | $5,169-38.5% | $4,839-34.3% |
| Participant deferral / active EE | $19,500 | $6,357+206.7% | $5,569+250.2% | $6,342+207.5% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |