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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,093 | $165,361+30.7% | $149,715+44.3% | $158,950+36.0% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.68% | 348.24%-331.6pp | 276.66%-260.0pp | 302.91%-286.2pp |
| Employer contribution / active EE | $19,696 | $5,103+285.9% | $4,645+324.1% | $4,762+313.6% |
| Participant deferral / active EE | $20,244 | $7,182+181.9% | $6,842+195.9% | $5,983+238.4% |
| Admin fee / account holder | $53 | $10,808-99.5% | $9,310-99.4% | $11,248-99.5% |