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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,049 | $114,119+28.9% | $107,187+37.2% | $138,895+5.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | 18.38% | 273.21%-254.8pp | 204.55%-186.2pp | 145.39%-127.0pp |
| Employer contribution / active EE | $6,529 | $4,059+60.9% | $3,782+72.6% | $4,194+55.7% |
| 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% |