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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,175 | $183,592+13.9% | $155,567+34.5% | $145,959+43.3% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | 15.72% | 61.24%-45.5pp | 64.74%-49.0pp | 561.95%-546.2pp |
| Employer contribution / active EE | $12,784 | $5,315+140.5% | $4,674+173.5% | $4,661+174.3% |
| Participant deferral / active EE | $23,000 | $6,464+255.8% | $5,628+308.7% | $6,689+243.9% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |