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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,628 | $114,119+32.9% | $107,187+41.5% | $138,895+9.2% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 28.72% | 273.21%-244.5pp | 204.55%-175.8pp | 145.39%-116.7pp |
| Employer contribution / active EE | $19,161 | $4,059+372.1% | $3,782+406.6% | $4,194+356.8% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $0 | $10,024-100.0% | $9,162-100.0% | $12,562-100.0% |