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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $216,093 | $165,399+30.6% | $149,745+44.3% | $158,982+35.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.68% | 348.34%-331.7pp | 276.72%-260.0pp | 302.99%-286.3pp |
| Employer contribution / active EE | $19,696 | $5,105+285.8% | $4,646+324.0% | $4,763+313.5% |
| Participant deferral / active EE | $20,244 | $7,183+181.8% | $6,843+195.8% | $5,983+238.3% |
| Admin fee / account holder | $53 | $10,811-99.5% | $9,312-99.4% | $11,252-99.5% |