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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,212 | $168,636+22.3% | $147,618+39.7% | $125,388+64.5% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.06% | 77.65%-78.7pp | 61.98%-63.0pp | 282.24%-283.3pp |
| Employer contribution / active EE | $18,193 | $6,252+191.0% | $5,565+226.9% | $4,866+273.9% |
| Participant deferral / active EE | $12,000 | $5,507+117.9% | $4,895+145.1% | $5,352+124.2% |
| Admin fee / account holder | $35 | $13,580-99.7% | $11,612-99.7% | $9,541-99.6% |