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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,497 | $165,361+33.9% | $149,715+47.9% | $158,950+39.3% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 21.04% | 348.24%-327.2pp | 276.66%-255.6pp | 302.91%-281.9pp |
| Employer contribution / active EE | $10,663 | $5,103+108.9% | $4,645+129.6% | $4,762+123.9% |
| Participant deferral / active EE | $22,615 | $7,182+214.9% | $6,842+230.5% | $5,983+278.0% |
| Admin fee / account holder | $0 | $10,808-100.0% | $9,310-100.0% | $11,248-100.0% |