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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,861 | $157,304+42.9% | $141,197+59.3% | $152,909+47.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.35% | 64.34%-43.0pp | 71.41%-50.1pp | 345.46%-324.1pp |
| Employer contribution / active EE | $19,912 | $5,263+278.4% | $4,736+320.4% | $4,764+318.0% |
| Participant deferral / active EE | $12,661 | $7,111+78.1% | $6,710+88.7% | $5,851+116.4% |
| Admin fee / account holder | $47 | $12,126-99.6% | $10,265-99.5% | $11,601-99.6% |