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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,185 | $202,463-1.1% | $169,397+18.2% | $139,487+43.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 11.82% | 532.64%-520.8pp | 406.23%-394.4pp | 373.84%-362.0pp |
| Employer contribution / active EE | $35,098 | $4,694+647.8% | $4,013+774.6% | $4,755+638.2% |
| Participant deferral / active EE | $30,000 | $6,941+332.2% | $6,223+382.1% | $6,713+346.9% |
| Admin fee / account holder | $278 | $10,726-97.4% | $9,017-96.9% | $11,407-97.6% |