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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,207 | $109,411+3.5% | $89,435+26.6% | $158,982-28.8% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.0%+32.0pp | 82.0%+18.0pp |
| Annual return | 17.78% | 345.68%-327.9pp | 245.55%-227.8pp | 302.99%-285.2pp |
| Employer contribution / active EE | $4,687 | $3,173+47.7% | $2,587+81.2% | $4,763-1.6% |
| Participant deferral / active EE | $6,728 | $4,600+46.3% | $3,890+72.9% | $5,983+12.4% |
| Admin fee / account holder | $0 | $6,159-100.0% | $4,884-100.0% | $11,252-100.0% |