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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,973 | $175,231+22.7% | $149,696+43.6% | $139,466+54.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 13.13% | 166.77%-153.6pp | 134.46%-121.3pp | 373.66%-360.5pp |
| Employer contribution / active EE | $4,423 | $5,478-19.3% | $4,821-8.2% | $4,754-7.0% |
| Participant deferral / active EE | $9,420 | $6,521+44.4% | $5,682+65.8% | $6,712+40.3% |
| Admin fee / account holder | $0 | $16,155-100.0% | $13,212-100.0% | $11,409-100.0% |