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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $235,499 | $176,077+33.7% | $159,455+47.7% | $167,518+40.6% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 12.19% | 331.83%-319.6pp | 263.63%-251.4pp | 478.71%-466.5pp |
| Employer contribution / active EE | $4,776 | $5,298-9.9% | $4,830-1.1% | $4,838-1.3% |
| Participant deferral / active EE | $14,907 | $7,751+92.3% | $7,353+102.7% | $6,342+135.1% |
| Admin fee / account holder | $0 | $12,556-100.0% | $10,800-100.0% | $12,312-100.0% |