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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,264 | $209,888-7.0% | $189,545+3.0% | $167,553+16.5% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.42% | 748.66%-733.2pp | 555.36%-539.9pp | 478.89%-463.5pp |
| Employer contribution / active EE | $4,413 | $6,915-36.2% | $6,162-28.4% | $4,840-8.8% |
| Participant deferral / active EE | $9,525 | $8,934+6.6% | $8,220+15.9% | $6,343+50.2% |
| Admin fee / account holder | $0 | $14,300-100.0% | $12,049-100.0% | $12,316-100.0% |