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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,377 | $183,539+12.4% | $155,556+32.7% | $145,897+41.5% |
| Participation rate | 83.3% | 82.7%+0.6pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 27.66% | 61.31%-33.6pp | 64.84%-37.2pp | 552.29%-524.6pp |
| Employer contribution / active EE | $10,372 | $5,315+95.1% | $4,675+121.8% | $4,663+122.5% |
| Participant deferral / active EE | $2,259 | $6,467-65.1% | $5,631-59.9% | $6,689-66.2% |
| Admin fee / account holder | $0 | $19,275-100.0% | $15,885-100.0% | $13,390-100.0% |