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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,557 | $125,778+58.7% | $114,563+74.2% | $154,746+29.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.9%+27.1pp | 80.7%+19.3pp |
| Annual return | 21.55% | 295.14%-273.6pp | 241.09%-219.5pp | 172.34%-150.8pp |
| Employer contribution / active EE | $21,152 | $2,806+653.8% | $2,592+716.0% | $4,379+383.0% |
| Participant deferral / active EE | $23,996 | $4,445+439.9% | $4,142+479.3% | $6,730+256.5% |
| Admin fee / account holder | $0 | $8,190-100.0% | $7,623-100.0% | $14,365-100.0% |