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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,910 | $165,399+46.9% | $149,745+62.2% | $158,982+52.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 16.28% | 348.34%-332.1pp | 276.72%-260.4pp | 302.99%-286.7pp |
| Employer contribution / active EE | $11,523 | $5,105+125.7% | $4,646+148.0% | $4,763+141.9% |
| Participant deferral / active EE | $15,167 | $7,183+111.2% | $6,843+121.6% | $5,983+153.5% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |