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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $232,569 | $105,160+121.2% | $94,679+145.6% | $139,456+66.8% |
| Participation rate | 83.3% | 82.4%+1.0pp | 80.8%+2.5pp | 80.3%+3.0pp |
| Annual return | 20.85% | 38.04%-17.2pp | 156.75%-135.9pp | 373.45%-352.6pp |
| Employer contribution / active EE | $31,051 | $4,107+656.1% | $3,673+745.4% | $4,753+553.3% |
| Participant deferral / active EE | $22,209 | $7,599+192.3% | $7,417+199.4% | $6,711+230.9% |
| Admin fee / account holder | $0 | $8,988-100.0% | $7,233-100.0% | $11,407-100.0% |