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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,320 | $157,304+23.5% | $141,197+37.6% | $152,909+27.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.25% | 64.34%-44.1pp | 71.41%-51.2pp | 345.46%-325.2pp |
| Employer contribution / active EE | $25,831 | $5,263+390.9% | $4,736+445.4% | $4,764+442.2% |
| Participant deferral / active EE | $18,220 | $7,111+156.2% | $6,710+171.5% | $5,851+211.4% |
| Admin fee / account holder | $5 | $12,126-100.0% | $10,265-100.0% | $11,601-100.0% |