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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,181 | $175,231+33.1% | $149,696+55.8% | $139,466+67.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 17.77% | 166.77%-149.0pp | 134.46%-116.7pp | 373.66%-355.9pp |
| Employer contribution / active EE | $3,707 | $5,478-32.3% | $4,821-23.1% | $4,754-22.0% |
| Participant deferral / active EE | $6,872 | $6,521+5.4% | $5,682+20.9% | $6,712+2.4% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |