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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,149 | $157,304+48.2% | $141,197+65.1% | $152,909+52.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.88% | 64.34%-46.5pp | 71.41%-53.5pp | 345.46%-327.6pp |
| Employer contribution / active EE | $13,205 | $5,263+150.9% | $4,736+178.8% | $4,764+177.2% |
| Participant deferral / active EE | $10,267 | $7,111+44.4% | $6,710+53.0% | $5,851+75.5% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |