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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $230,908 | $157,276+46.8% | $141,177+63.6% | $152,885+51.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 21.91% | 64.33%-42.4pp | 71.40%-49.5pp | 345.39%-323.5pp |
| Employer contribution / active EE | $17,798 | $5,262+238.3% | $4,736+275.8% | $4,763+273.7% |
| Participant deferral / active EE | $11,000 | $7,110+54.7% | $6,710+63.9% | $5,851+88.0% |
| Admin fee / account holder | $0 | $12,123-100.0% | $10,263-100.0% | $11,598-100.0% |