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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $212,638 | $217,432-2.2% | $185,849+14.4% | $167,536+26.9% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 15.62% | 148.42%-132.8pp | 122.10%-106.5pp | 478.82%-463.2pp |
| Employer contribution / active EE | $17,100 | $5,875+191.1% | $5,169+230.8% | $4,839+253.4% |
| Participant deferral / active EE | $26,000 | $6,357+309.0% | $5,569+366.9% | $6,342+309.9% |
| Admin fee / account holder | $0 | $19,818-100.0% | $16,244-100.0% | $12,315-100.0% |