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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,426 | $157,304+14.7% | $141,197+27.8% | $152,909+18.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 49.18% | 64.34%-15.2pp | 71.41%-22.2pp | 345.46%-296.3pp |
| Employer contribution / active EE | $18,500 | $5,263+251.5% | $4,736+290.6% | $4,764+288.3% |
| Participant deferral / active EE | $11,400 | $7,111+60.3% | $6,710+69.9% | $5,851+94.8% |
| Admin fee / account holder | $0 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |