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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,839 | $138,072+29.5% | $123,549+44.8% | $135,382+32.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 11.60% | 153.69%-142.1pp | 119.20%-107.6pp | 519.77%-508.2pp |
| Employer contribution / active EE | $2,848 | $5,152-44.7% | $4,628-38.5% | $4,779-40.4% |
| Participant deferral / active EE | $8,410 | $6,799+23.7% | $6,426+30.9% | $5,609+49.9% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,829-100.0% |