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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,475 | $105,145+19.3% | $94,664+32.5% | $139,466-10.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 80.8%+19.2pp | 80.3%+19.7pp |
| Annual return | 17.73% | 38.09%-20.4pp | 156.84%-139.1pp | 373.66%-355.9pp |
| Employer contribution / active EE | $10,834 | $4,107+163.8% | $3,673+195.0% | $4,754+127.9% |
| Participant deferral / active EE | $9,000 | $7,599+18.4% | $7,417+21.3% | $6,712+34.1% |
| Admin fee / account holder | $0 | $8,972-100.0% | $7,222-100.0% | $11,409-100.0% |