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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $199,461 | $165,399+20.6% | $149,745+33.2% | $158,982+25.5% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 18.22% | 348.34%-330.1pp | 276.72%-258.5pp | 302.99%-284.8pp |
| Employer contribution / active EE | $28,999 | $5,105+468.1% | $4,646+524.2% | $4,763+508.9% |
| Participant deferral / active EE | $16,440 | $7,183+128.9% | $6,843+140.2% | $5,983+174.8% |
| Admin fee / account holder | $20 | $10,811-99.8% | $9,312-99.8% | $11,252-99.8% |