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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,994 | $160,040+23.1% | $147,096+33.9% | $145,877+35.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 21.75% | 98.49%-76.7pp | 419.75%-398.0pp | 551.28%-529.5pp |
| Employer contribution / active EE | $31,067 | $5,289+487.3% | $4,936+529.4% | $4,663+566.2% |
| Participant deferral / active EE | $21,433 | $8,429+154.3% | $8,071+165.6% | $6,691+220.4% |
| Admin fee / account holder | $0 | $15,050-100.0% | $13,005-100.0% | $13,402-100.0% |