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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $222,528 | $157,296+41.5% | $141,191+57.6% | $152,897+45.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 15.83% | 64.34%-48.5pp | 71.41%-55.6pp | 345.43%-329.6pp |
| Employer contribution / active EE | $2,915 | $5,262-44.6% | $4,736-38.4% | $4,764-38.8% |
| Participant deferral / active EE | $13,938 | $7,111+96.0% | $6,710+107.7% | $5,851+138.2% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |