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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $215,138 | $121,677+76.8% | $104,625+105.6% | $158,966+35.3% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 20.19% | 465.58%-445.4pp | 340.60%-320.4pp | 302.95%-282.8pp |
| Employer contribution / active EE | $11,273 | $3,165+256.2% | $2,681+320.4% | $4,762+136.7% |
| Participant deferral / active EE | $6,891 | $4,175+65.0% | $3,738+84.4% | $5,983+15.2% |
| Admin fee / account holder | $10 | $7,777-99.9% | $6,465-99.8% | $11,250-99.9% |