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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $193,474 | $210,698-8.2% | $178,014+8.7% | $145,959+32.6% |
| Participation rate | 100.0% | 80.8%+19.2pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 43.51% | 386.27%-342.8pp | 294.80%-251.3pp | 561.95%-518.4pp |
| Employer contribution / active EE | $2,640 | $4,567-42.2% | $3,950-33.2% | $4,661-43.4% |
| Participant deferral / active EE | $20,333 | $6,958+192.2% | $6,276+224.0% | $6,689+204.0% |
| Admin fee / account holder | $0 | $12,016-100.0% | $10,362-100.0% | $13,398-100.0% |