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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,234 | $125,193+29.6% | $105,591+53.6% | $145,978+11.1% |
| Participation rate | 100.0% | 77.6%+22.4pp | 75.3%+24.7pp | 80.3%+19.7pp |
| Annual return | 15.49% | 225.53%-210.0pp | 116.43%-100.9pp | 550.52%-535.0pp |
| Employer contribution / active EE | $11,707 | $3,718+214.8% | $3,166+269.8% | $4,662+151.1% |
| Participant deferral / active EE | $17,408 | $5,708+205.0% | $5,008+247.6% | $6,690+160.2% |
| Admin fee / account holder | $0 | $17,277-100.0% | $11,024-100.0% | $13,400-100.0% |