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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,023 | $132,634+35.0% | $115,768+54.6% | $137,256+30.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.4%+25.6pp | 80.0%+20.0pp |
| Annual return | 30.00% | 160.70%-130.7pp | 100.46%-70.5pp | 220.34%-190.3pp |
| Employer contribution / active EE | $12,101 | $3,360+260.2% | $2,940+311.6% | $4,156+191.2% |
| Participant deferral / active EE | $6,184 | $5,619+10.1% | $4,917+25.8% | $6,407-3.5% |
| Admin fee / account holder | $0 | $15,028-100.0% | $12,439-100.0% | $12,270-100.0% |