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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,670 | $157,296+23.1% | $141,191+37.2% | $152,897+26.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 42.48% | 64.34%-21.9pp | 71.41%-28.9pp | 345.43%-303.0pp |
| Employer contribution / active EE | $8,820 | $5,262+67.6% | $4,736+86.2% | $4,764+85.2% |
| Participant deferral / active EE | $15,002 | $7,111+111.0% | $6,710+123.6% | $5,851+156.4% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |