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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,292 | $196,972+26.1% | $182,262+36.2% | $198,609+25.0% |
| Participation rate | 100.0% | 85.7%+14.3pp | 84.2%+15.8pp | 82.4%+17.6pp |
| Annual return | 26.90% | 158.27%-131.4pp | 140.60%-113.7pp | 202.70%-175.8pp |
| Employer contribution / active EE | $11,734 | $5,364+118.8% | $5,046+132.6% | $5,055+132.1% |
| Participant deferral / active EE | $11,750 | $8,643+36.0% | $8,276+42.0% | $6,977+68.4% |
| Admin fee / account holder | $0 | $18,429-100.0% | $16,712-100.0% | $19,030-100.0% |