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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,152 | $217,432+5.9% | $185,851+23.8% | $167,553+37.4% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 17.07% | 148.43%-131.4pp | 122.11%-105.0pp | 478.89%-461.8pp |
| Employer contribution / active EE | $35,000 | $5,874+495.8% | $5,168+577.2% | $4,840+623.2% |
| Participant deferral / active EE | $26,000 | $6,357+309.0% | $5,569+366.9% | $6,343+309.9% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |