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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,581 | $112,121+67.3% | $95,960+95.5% | $158,966+18.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 11.25% | 171.16%-159.9pp | 91.63%-80.4pp | 302.95%-291.7pp |
| Employer contribution / active EE | $3,118 | $3,199-2.5% | $2,541+22.7% | $4,762-34.5% |
| Participant deferral / active EE | $4,114 | $4,784-14.0% | $4,167-1.3% | $5,983-31.2% |
| Admin fee / account holder | $0 | $10,135-100.0% | $6,797-100.0% | $11,250-100.0% |