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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,074 | $176,120+31.8% | $159,487+45.5% | $167,553+38.5% |
| Participation rate | 100.0% | 85.0%+15.0pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 11.87% | 331.95%-320.1pp | 263.71%-251.8pp | 478.89%-467.0pp |
| Employer contribution / active EE | $11,903 | $5,299+124.6% | $4,831+146.4% | $4,840+145.9% |
| Participant deferral / active EE | $18,088 | $7,752+133.3% | $7,354+146.0% | $6,343+185.2% |
| Admin fee / account holder | $0 | $12,561-100.0% | $10,804-100.0% | $12,316-100.0% |