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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $249,113 | $175,231+42.2% | $149,696+66.4% | $139,466+78.6% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 23.34% | 166.77%-143.4pp | 134.46%-111.1pp | 373.66%-350.3pp |
| Employer contribution / active EE | $5,836 | $5,478+6.5% | $4,821+21.1% | $4,754+22.8% |
| Participant deferral / active EE | $4,245 | $6,521-34.9% | $5,682-25.3% | $6,712-36.8% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |