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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $209,561 | $107,341+95.2% | $92,897+125.6% | $152,870+37.1% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.4%+17.6pp |
| Annual return | 29.34% | 145.59%-116.3pp | 109.42%-80.1pp | 345.34%-316.0pp |
| Employer contribution / active EE | $4,631 | $4,221+9.7% | $3,653+26.8% | $4,763-2.8% |
| Participant deferral / active EE | $12,315 | $4,847+154.1% | $4,238+190.6% | $5,850+110.5% |
| Admin fee / account holder | $0 | $7,080-100.0% | $5,794-100.0% | $11,597-100.0% |