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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,456 | $159,978+42.2% | $147,041+54.7% | $145,978+55.8% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 12.05% | 98.36%-86.3pp | 419.21%-407.2pp | 550.52%-538.5pp |
| Employer contribution / active EE | $3,266 | $5,288-38.2% | $4,935-33.8% | $4,662-30.0% |
| Participant deferral / active EE | $17,396 | $8,429+106.4% | $8,071+115.5% | $6,690+160.0% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,400-100.0% |