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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,698 | $138,075+9.1% | $123,552+22.0% | $135,379+11.3% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | 26.87% | 153.70%-126.8pp | 119.20%-92.3pp | 519.79%-492.9pp |
| Employer contribution / active EE | $9,027 | $5,152+75.2% | $4,628+95.0% | $4,779+88.9% |
| Participant deferral / active EE | $6,338 | $6,800-6.8% | $6,426-1.4% | $5,609+13.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |