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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $177,211 | $131,835+34.4% | $108,582+63.2% | $273,972-35.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 71.95% | -91.57%+163.5pp | -51.70%+123.6pp | 41.46%+30.5pp |
| Employer contribution / active EE | $8,444 | $4,913+71.9% | $3,758+124.7% | $4,869+73.4% |
| Participant deferral / active EE | $13,195 | $5,127+157.3% | $4,311+206.1% | $5,287+149.6% |
| Admin fee / account holder | $0 | $10,253-100.0% | $7,645-100.0% | $10,133-100.0% |