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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,994 | $159,934+23.2% | $147,005+34.0% | $145,959+35.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.75% | 98.24%-76.5pp | 418.76%-397.0pp | 561.95%-540.2pp |
| Employer contribution / active EE | $31,067 | $5,287+487.6% | $4,934+529.6% | $4,661+566.6% |
| Participant deferral / active EE | $21,433 | $8,427+154.3% | $8,070+165.6% | $6,689+220.4% |
| Admin fee / account holder | $0 | $15,053-100.0% | $13,006-100.0% | $13,398-100.0% |