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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $240,399 | $148,623+61.8% | $135,974+76.8% | $139,466+72.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 13.24% | 79.30%-66.1pp | 68.30%-55.1pp | 373.66%-360.4pp |
| Employer contribution / active EE | $4,450 | $5,246-15.2% | $4,859-8.4% | $4,754-6.4% |
| Participant deferral / active EE | $12,957 | $8,103+59.9% | $7,760+67.0% | $6,712+93.0% |
| Admin fee / account holder | $0 | $12,406-100.0% | $10,767-100.0% | $11,409-100.0% |