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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,889 | $209,847+6.7% | $189,520+18.1% | $167,518+33.7% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 15.44% | 748.45%-733.0pp | 555.25%-539.8pp | 478.71%-463.3pp |
| Employer contribution / active EE | $20,392 | $6,913+195.0% | $6,161+231.0% | $4,838+321.4% |
| Participant deferral / active EE | $14,595 | $8,934+63.4% | $8,220+77.6% | $6,342+130.1% |
| Admin fee / account holder | $0 | $14,295-100.0% | $12,046-100.0% | $12,312-100.0% |