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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,118 | $157,296+31.7% | $141,191+46.7% | $152,897+35.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.73% | 64.34%-43.6pp | 71.41%-50.7pp | 345.43%-324.7pp |
| Employer contribution / active EE | $4,667 | $5,262-11.3% | $4,736-1.5% | $4,764-2.0% |
| Participant deferral / active EE | $4,500 | $7,111-36.7% | $6,710-32.9% | $5,851-23.1% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |