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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,764 | $107,368+70.2% | $92,915+96.7% | $152,909+19.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 18.24% | 145.64%-127.4pp | 109.45%-91.2pp | 345.46%-327.2pp |
| Employer contribution / active EE | $4,407 | $4,222+4.4% | $3,653+20.6% | $4,764-7.5% |
| Participant deferral / active EE | $9,750 | $4,848+101.1% | $4,238+130.1% | $5,851+66.6% |
| Admin fee / account holder | $0 | $7,082-100.0% | $5,796-100.0% | $11,601-100.0% |