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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $241,635 | $175,231+37.9% | $149,696+61.4% | $139,466+73.3% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 14.98% | 166.77%-151.8pp | 134.46%-119.5pp | 373.66%-358.7pp |
| Employer contribution / active EE | $7,008 | $5,478+27.9% | $4,821+45.4% | $4,754+47.4% |
| Participant deferral / active EE | $10,000 | $6,521+53.3% | $5,682+76.0% | $6,712+49.0% |
| Admin fee / account holder | $24 | $16,155-99.9% | $13,212-99.8% | $11,409-99.8% |