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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $231,262 | $226,090+2.3% | $182,531+26.7% | $152,885+51.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.0%+22.0pp | 82.5%+17.5pp |
| Annual return | 8.60% | 192.57%-184.0pp | 148.57%-140.0pp | 345.39%-336.8pp |
| Employer contribution / active EE | $8,407 | $4,978+68.9% | $4,075+106.3% | $4,763+76.5% |
| Participant deferral / active EE | $16,400 | $6,369+157.5% | $5,525+196.8% | $5,851+180.3% |
| Admin fee / account holder | $48 | $10,705-99.6% | $8,593-99.4% | $11,598-99.6% |