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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $227,142 | $165,381+37.3% | $149,730+51.7% | $158,966+42.9% |
| Participation rate | 0.0% | 84.6%-84.6pp | 82.5%-82.5pp | 82.0%-82.0pp |
| Annual return | 20.03% | 348.29%-328.3pp | 276.70%-256.7pp | 302.95%-282.9pp |
| Employer contribution / active EE | $0 | $5,104-100.0% | $4,645-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $0 | $7,182-100.0% | $6,843-100.0% | $5,983-100.0% |
| Admin fee / account holder | $30 | $10,809-99.7% | $9,310-99.7% | $11,250-99.7% |