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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,935 | $129,737+77.2% | $119,126+93.0% | $154,746+48.6% |
| Participation rate | 85.7% | 78.9%+6.9pp | 75.8%+10.0pp | 80.7%+5.0pp |
| Annual return | 17.98% | 379.08%-361.1pp | 282.11%-264.1pp | 172.34%-154.4pp |
| Employer contribution / active EE | $12,509 | $4,375+185.9% | $4,034+210.1% | $4,379+185.7% |
| Participant deferral / active EE | $12,300 | $5,842+110.6% | $5,318+131.3% | $6,730+82.8% |
| Admin fee / account holder | $0 | $11,961-100.0% | $10,693-100.0% | $14,365-100.0% |