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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,363 | $70,366+126.5% | $66,674+139.0% | $138,895+14.7% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 13.83% | 386.41%-372.6pp | 321.24%-307.4pp | 145.39%-131.6pp |
| Employer contribution / active EE | $2,115 | $2,765-23.5% | $2,620-19.3% | $4,194-49.6% |
| Participant deferral / active EE | $9,133 | $4,374+108.8% | $4,084+123.6% | $6,396+42.8% |
| Admin fee / account holder | $0 | $5,262-100.0% | $5,098-100.0% | $12,562-100.0% |