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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $236,761 | $202,440+17.0% | $169,390+39.8% | $139,466+69.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 16.92% | 532.36%-515.4pp | 406.07%-389.2pp | 373.66%-356.7pp |
| Employer contribution / active EE | $3,526 | $4,693-24.9% | $4,013-12.1% | $4,754-25.8% |
| Participant deferral / active EE | $12,750 | $6,940+83.7% | $6,222+104.9% | $6,712+90.0% |
| Admin fee / account holder | $138 | $10,722-98.7% | $9,015-98.5% | $11,409-98.8% |