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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $224,108 | $157,296+42.5% | $141,191+58.7% | $152,897+46.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 29.88% | 64.34%-34.5pp | 71.41%-41.5pp | 345.43%-315.5pp |
| Employer contribution / active EE | $20,119 | $5,262+282.3% | $4,736+324.8% | $4,764+322.4% |
| Participant deferral / active EE | $21,998 | $7,111+209.4% | $6,710+227.8% | $5,851+276.0% |
| Admin fee / account holder | $0 | $12,125-100.0% | $10,264-100.0% | $11,599-100.0% |