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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $237,052 | $160,070+48.1% | $147,117+61.1% | $145,897+62.5% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 17.56% | 98.69%-81.1pp | 420.54%-403.0pp | 552.29%-534.7pp |
| Employer contribution / active EE | $1,894 | $5,285-64.2% | $4,932-61.6% | $4,663-59.4% |
| Participant deferral / active EE | $13,411 | $8,419+59.3% | $8,065+66.3% | $6,689+100.5% |
| Admin fee / account holder | $0 | $15,035-100.0% | $12,993-100.0% | $13,390-100.0% |