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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $217,820 | $157,270+38.5% | $141,173+54.3% | $152,870+42.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 18.18% | 64.33%-46.1pp | 71.40%-53.2pp | 345.34%-327.2pp |
| Employer contribution / active EE | $28,500 | $5,261+441.7% | $4,735+501.9% | $4,763+498.4% |
| Participant deferral / active EE | $13,280 | $7,110+86.8% | $6,710+97.9% | $5,850+127.0% |
| Admin fee / account holder | $0 | $12,121-100.0% | $10,262-100.0% | $11,597-100.0% |