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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,271 | $155,833+11.2% | $124,693+39.0% | $167,536+3.4% |
| Participation rate | 100.0% | 81.1%+18.9pp | 74.6%+25.4pp | 82.1%+17.9pp |
| Annual return | 20.95% | 17.98%+3.0pp | 5144.19%-5123.2pp | 478.82%-457.9pp |
| Employer contribution / active EE | $15,326 | $4,164+268.0% | $3,324+361.1% | $4,839+216.7% |
| Participant deferral / active EE | $17,359 | $5,675+205.9% | $4,615+276.1% | $6,342+173.7% |
| Admin fee / account holder | $0 | $9,534-100.0% | $7,494-100.0% | $12,315-100.0% |