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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $191,340 | $198,457-3.6% | $170,435+12.3% | $147,586+29.6% |
| Participation rate | 100.0% | 88.0%+12.0pp | 83.6%+16.4pp | 82.8%+17.2pp |
| Annual return | 20.70% | 257.30%-236.6pp | 205.94%-185.2pp | 578.59%-557.9pp |
| Employer contribution / active EE | $18,528 | $6,183+199.6% | $5,432+241.1% | $4,876+279.9% |
| Participant deferral / active EE | $12,000 | $5,629+113.2% | $4,939+142.9% | $5,439+120.6% |
| Admin fee / account holder | $3 | $16,852-100.0% | $13,881-100.0% | $10,886-100.0% |