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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,691 | $217,432+1.5% | $185,851+18.7% | $167,553+31.7% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 9.73% | 148.43%-138.7pp | 122.11%-112.4pp | 478.89%-469.2pp |
| Employer contribution / active EE | $5,640 | $5,874-4.0% | $5,168+9.1% | $4,840+16.5% |
| Participant deferral / active EE | $21,667 | $6,357+240.8% | $5,569+289.1% | $6,343+241.6% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |