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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $201,188 | $157,304+27.9% | $141,197+42.5% | $152,909+31.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 17.81% | 64.34%-46.5pp | 71.41%-53.6pp | 345.46%-327.7pp |
| Employer contribution / active EE | $11,380 | $5,263+116.2% | $4,736+140.3% | $4,764+138.9% |
| Participant deferral / active EE | $17,600 | $7,111+147.5% | $6,710+162.3% | $5,851+200.8% |
| Admin fee / account holder | $20 | $12,126-99.8% | $10,265-99.8% | $11,601-99.8% |