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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,553 | $165,399+13.4% | $149,745+25.2% | $158,982+18.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 23.91% | 348.34%-324.4pp | 276.72%-252.8pp | 302.99%-279.1pp |
| Employer contribution / active EE | $7,500 | $5,105+46.9% | $4,646+61.4% | $4,763+57.5% |
| Participant deferral / active EE | $14,028 | $7,183+95.3% | $6,843+105.0% | $5,983+134.4% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |