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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,908 | $198,457-17.9% | $170,435-4.4% | $147,586+10.4% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 13.57% | 257.30%-243.7pp | 205.94%-192.4pp | 578.59%-565.0pp |
| Employer contribution / active EE | $10,181 | $6,183+64.7% | $5,432+87.4% | $4,876+108.8% |
| Participant deferral / active EE | $6,890 | $5,629+22.4% | $4,939+39.5% | $5,439+26.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |