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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $248,934 | $165,399+50.5% | $149,745+66.2% | $158,982+56.6% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.77% | 348.34%-339.6pp | 276.72%-267.9pp | 302.99%-294.2pp |
| Employer contribution / active EE | $11,100 | $5,105+117.5% | $4,646+138.9% | $4,763+133.1% |
| Participant deferral / active EE | $18,884 | $7,183+162.9% | $6,843+176.0% | $5,983+215.6% |
| Admin fee / account holder | $34 | $10,811-99.7% | $9,312-99.6% | $11,252-99.7% |