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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,030 | $165,381+17.3% | $149,730+29.6% | $158,966+22.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.42% | 348.29%-328.9pp | 276.70%-257.3pp | 302.95%-283.5pp |
| Employer contribution / active EE | $20,617 | $5,104+303.9% | $4,645+343.8% | $4,762+332.9% |
| Participant deferral / active EE | $19,500 | $7,182+171.5% | $6,843+185.0% | $5,983+225.9% |
| Admin fee / account holder | $42 | $10,809-99.6% | $9,310-99.5% | $11,250-99.6% |