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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,320 | $157,270+23.6% | $141,173+37.6% | $152,870+27.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 20.25% | 64.33%-44.1pp | 71.40%-51.1pp | 345.34%-325.1pp |
| Employer contribution / active EE | $25,831 | $5,261+391.0% | $4,735+445.5% | $4,763+442.4% |
| Participant deferral / active EE | $18,220 | $7,110+156.3% | $6,710+171.6% | $5,850+211.4% |
| Admin fee / account holder | $5 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |