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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,301 | $132,099+64.5% | $115,599+88.0% | $138,895+56.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 18.98% | 176.76%-157.8pp | 111.10%-92.1pp | 145.39%-126.4pp |
| Employer contribution / active EE | $11,690 | $3,416+242.2% | $2,955+295.5% | $4,194+178.7% |
| Participant deferral / active EE | $6,603 | $5,617+17.6% | $4,889+35.0% | $6,396+3.2% |
| Admin fee / account holder | $0 | $15,650-100.0% | $12,841-100.0% | $12,562-100.0% |