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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $246,591 | $165,381+49.1% | $149,730+64.7% | $158,966+55.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 8.97% | 348.29%-339.3pp | 276.70%-267.7pp | 302.95%-294.0pp |
| Employer contribution / active EE | $22,458 | $5,104+340.0% | $4,645+383.5% | $4,762+371.6% |
| Participant deferral / active EE | $18,552 | $7,182+158.3% | $6,843+171.1% | $5,983+210.1% |
| Admin fee / account holder | $37 | $10,809-99.7% | $9,310-99.6% | $11,250-99.7% |