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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $130,117 | $198,457-34.4% | $170,435-23.7% | $147,586-11.8% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 17.01% | 257.30%-240.3pp | 205.94%-188.9pp | 578.59%-561.6pp |
| Employer contribution / active EE | $8,387 | $6,183+35.6% | $5,432+54.4% | $4,876+72.0% |
| Participant deferral / active EE | $13,930 | $5,629+147.5% | $4,939+182.0% | $5,439+156.1% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |