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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $157,805 | $138,114+14.3% | $125,391+25.9% | $134,545+17.3% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | 20.19% | 750.88%-730.7pp | 572.41%-552.2pp | 418.37%-398.2pp |
| Employer contribution / active EE | $4,252 | $5,246-18.9% | $4,816-11.7% | $4,742-10.3% |
| Participant deferral / active EE | $17,050 | $7,801+118.6% | $7,448+128.9% | $6,401+166.4% |
| Admin fee / account holder | $83 | $11,570-99.3% | $10,009-99.2% | $11,431-99.3% |