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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $220,698 | $160,059+37.9% | $140,019+57.6% | $135,379+63.0% |
| Participation rate | 92.3% | 88.5%+3.8pp | 87.5%+4.8pp | 82.6%+9.7pp |
| Annual return | 12.62% | 911.44%-898.8pp | 651.15%-638.5pp | 519.79%-507.2pp |
| Employer contribution / active EE | $9,220 | $6,420+43.6% | $5,605+64.5% | $4,779+92.9% |
| Participant deferral / active EE | $18,440 | $7,641+141.3% | $6,927+166.2% | $5,609+228.8% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,828-100.0% |