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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,878 | $217,432+8.0% | $185,851+26.4% | $167,553+40.2% |
| Participation rate | 100.0% | 86.1%+13.9pp | 81.7%+18.3pp | 82.1%+17.9pp |
| Annual return | 19.67% | 148.43%-128.8pp | 122.11%-102.4pp | 478.89%-459.2pp |
| Employer contribution / active EE | $17,400 | $5,874+196.2% | $5,168+236.7% | $4,840+259.5% |
| Participant deferral / active EE | $19,500 | $6,357+206.7% | $5,569+250.2% | $6,343+207.4% |
| Admin fee / account holder | $0 | $19,820-100.0% | $16,245-100.0% | $12,316-100.0% |