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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,127 | $208,088+15.4% | $186,193+29.0% | $154,746+55.2% |
| Participation rate | 100.0% | 80.0%+20.0pp | 77.1%+22.9pp | 80.7%+19.3pp |
| Annual return | 25.47% | 89.97%-64.5pp | 78.03%-52.6pp | 172.34%-146.9pp |
| Employer contribution / active EE | $20,000 | $4,340+360.8% | $3,918+410.4% | $4,379+356.7% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $0 | $11,698-100.0% | $11,058-100.0% | $14,365-100.0% |