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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,934 | $165,361+50.5% | $149,715+66.3% | $158,950+56.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.77% | 348.24%-339.5pp | 276.66%-267.9pp | 302.91%-294.1pp |
| Employer contribution / active EE | $11,100 | $5,103+117.5% | $4,645+139.0% | $4,762+133.1% |
| Participant deferral / active EE | $18,884 | $7,182+162.9% | $6,842+176.0% | $5,983+215.6% |
| Admin fee / account holder | $34 | $10,808-99.7% | $9,310-99.6% | $11,248-99.7% |