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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $210,947 | $165,381+27.6% | $149,730+40.9% | $158,966+32.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.33% | 348.29%-329.0pp | 276.70%-257.4pp | 302.95%-283.6pp |
| Employer contribution / active EE | $25,186 | $5,104+393.4% | $4,645+442.2% | $4,762+428.8% |
| Participant deferral / active EE | $13,000 | $7,182+81.0% | $6,843+90.0% | $5,983+117.3% |
| Admin fee / account holder | $172 | $10,809-98.4% | $9,310-98.2% | $11,250-98.5% |